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Faith. Family. Integrity. Excellence.

whole life stewardship

whole life stewardship

Have you seriously evaluated how you steward your resources: earning, saving, spending, debt, generosity?

We take time to examine that with you, because once you know you're well-prepared, you can make more confident decisions about the future.

Whatever your goals, we can help you put together a plan – a plan that's yours alone! 

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values-aligned

values-aligned

Everybody has values.
Most people try to live by those values, in whatever way they can.

They support Addiction Recovery and Crisis Pregnancy Centers, organizations that fight human trafficking and homelessness and ministries around the world. 

But most people don't even think about investing according to their values, because they don't know what's possible.

We offer values-aligned portfolios, managed by sector-specific money managers, who work hard to exceed the benchmarks of their sectors.

There is a different way.

Learn why we're different
finding your fit

finding your fit

Everyone wants to feel respected and heard. 

We promise to listen to your unique story and communicate a strategy that addresses your concerns, needs, and goals.

We'd like every client to pursue real financial contentment, free to live a richer and more rewarding life, to be more generous, and to impact the world for good.

 

Your financial goals are unique to you.

Take the first step towards making them a reality.

A Client's Story
PLANNING FOR THE FUTURE

PLANNING FOR THE FUTURE

One minute, they're toddlers....then you turn around, and they're launching into adulthood.

Have you thought about the legacy you want to give them, financial or otherwise, while you're still here?

We can help with that.

Start planning for the future, 

yours AND theirs. 


It's time to get on the road.

See how we can help.

Learn more

should you settle for average money management?

We know you have choices.  That’s why you should know what makes us different, what sets us apart.

First, we’re independent and small enough to take time for you. We choose not to be part of a big box firm that treats you like one more number and drops your money in a set-it-and-forget-it investment.

We take time to know who you are, what it took to earn and save your money, and how you want your life to look moving forward. We ask:

  • What’s the money for?
  • What’s unique about you, and how can we help you design an investment approach and long-term plan that works for you?
  • What are your values? Who is important in your life? What are your charitable passions?

Second, our team is blessed to have two Certified Kingdom Advisors (KA®) and a Certified Financial Planner(CPF®) on staff.  We understand life’s ages and stages because we represent most of them.  Every client has a team keeping track of their records, their appointments, and their follow-up.

Third, we have a DEEP BENCH. Our Registered Investment Adviser, OneAscent Financial Services, LLC, provides portfolio management, research, insights, and oversight to ensure that we ALWAYS, ALWAYS strive to provide advice in YOUR best interest (that’s what it means to be a fiduciary).

Fourth, we are one of the few advisory firms in the Northeast offering values-aligned portfolios. Are you sure your money doesn’t help to fund  addictive behaviors like gambling, pornography, tobacco? On the flip side, are you purposefully investing to elevate corporations that benefit society with their products or philanthropy? We can help with that.

Fifth and last, we grow with you. As your assets grow, we explore other solutions to match your long-term goals. As your stages in life change, we ask questions that you may not be asking yourself. 

We're Financial Advisors who have your best interest top-of-mind and offer the personal service you need to manage more than your money.

We call it WHOLE LIFE STEWARDSHIP.

You're not average.

Why settle for a future that is?

Schedule a Consultation