At OneAscent Wealth, no two clients are the same. But you might be surprised by how many people looking to work with our advisors have similar backgrounds. 

For about half our clients, their experience with OneAscent Wealth is their first time reaching out to someone to handle their accounts and investments. Another half of our clients have already worked with a financial advisor and are looking to make a change. 

This often leads them to one of two questions: “Why do I need a financial advisor?” or “How do I choose the right financial advisor?”

Today, we are going to give some of our insight into both these questions.

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So many available resources and apps can provide you with valuable direction in managing your finances and investments. While it is possible to do it yourself, it will take you a long time to learn ‘everything about everything.’ It doesn’t quite compare to having an entire investment team pointing you in the right direction. 

When you work with a financial advisor, you’re also getting access to the best tools, years of experience, and the proprietary technology that will make reaching your financial goals much more accessible.

One of the most significant benefits for our clients is having someone to call. One of our advisors received a call last week from a client worried about losing their job amidst company changes. We were able to talk with him about his concerns on a personal and financial level. Similar phone calls are not uncommon, where clients have a change in circumstance. They know they can call us at any point, and we can walk with them through the situations and the next steps. 

Financial advisors are also backed by research teams. It’s one thing to know your situation and another to know the markets, but as financial advisors, our job is to understand both incredibly well and then paint a level picture based on all the available information. 

When looking for a financial advisor, you should consider someone with experience, a good reputation, and most importantly, a personalized touch to financial planning. Several of our clients were used to hearing from their advisor a only few times a year before becoming a OneAscent Wealth client. 

We call people back. We get to know our clients. We know when something good happens, and we celebrate with you. We hear when something hard happens, and we mourn with you. 

We know our clients, and in turn, they know the people in our office. It’s not just a business relationship. We have a standard for helping clients profit and grow their wealth, but it’s not just a sales pitch. We want what’s best for our clients, even if we don’t profit from it.

Market intelligence is a commodity, and most financial firms won’t differ immensely in their financial planning approach. What OneAscent Wealth offers that most firms do not, however, is valued-based investing. 

Most portfolios and mutual funds don’t provide much insight into where your investments are going. Our approach allows investors like you to align your investments with the things that matter most to you. You can invest in areas you want to promote and avoid industries that go against your values without compromising on profit. Each quarter our investment team vets thousands of companies to ensure that your investments are aligned with your values and financial goals. 

Values-based investing is often a new concept for our clients, but one they are always eager to engage in once they hear the story. Your values inspire the way that you live. Why not let them inspire the way you invest?

Whether you weren’t sure if you needed a financial advisor or you didn’t know what type of advisor you were looking for, we hope that we provided some valuable insights to help you answer those questions. For any questions about the OneAscent Wealth client experience, or values-based investing, reach out to us today! 

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