Schedule a Call

Faith-driven advisor,
you know there’s a better way.

At OneAscent, we provide the freedom and solutions to help you gain independence.

Schedule a Call

man_icon1-1

Gain Independence

graphup_icon1-1

Grow Your Business

globe_icon1-1

Impact the Kingdom

We know the uncertainty you feel stepping out into independence.

Right now, you’re not able to build your business and impact clients’ lives the way you want to. Faith-driven advisors often feel restless and uncertain—because they know there’s a better way.

 

arrow

Gain Independence for
Greater Impact

Launch

We help you clarify what independence means to you, explore your options, and launch as an independent advisor.

Grow

The OneAscent Platform gives you values-aligned solutions to differentiate your business and add rocket fuel to your growth.

Impact

Fulfill your calling as a faith-driven advisor and make a lasting impact in and through the lives of your clients.

Schedule a Call

At OneAscent, we’re your values-aligned partner.

We know the uncertainty you feel stepping out into independence. We’ve made the journey ourselves. Built by advisors, for advisors, OneAscent is your trusted partner. We educate, guide, and launch you into independence so that you can grow your business and impact the Kingdom.

Schedule a Call

Shake-hands

The OneAscent Platform


We're proud to offer the first comprehensive, faith-based platform for financial advisors.

Built by advisors, for advisors, our robust five-pillar platform allows you to do what you do best: focus on your clients and serve them well.

 

megaphone_icon1-2

Marketing

Build your brand and grow your business with values-aligned strategies

  • Messaging
  • Brand Development
  • Marketing Strategy Consulting
  • Website Design
  • VBI Workshop

Learn More

graphup_icon1

Investments

Empower your clients to get results by investing in what they value most

  • Custodial Selection / Integration
  • Access to TAMP
  • Market Research
  • Market Commentary
  • Manager Due Diligence
  • Portfolio Screening Tool
  • Proposal Generation
  • Large Case Design
  • Turnkey Model Portfolios
    • VBI Portfolios
    • 3rd Party Models
  • Target Date Retirement Solutions
  • Access to CIO

Learn More

Results

Operations

Streamline your workload with a team supporting all your day-to-day needs

  • Firm Transition Management
  • Day-to-Day Support
  • Custodial Support
  • Technology Support
  • Billing Services
  • Reporting
  • Ongoing Training
  • Account Opening Facilitation
  • Continuous Success Management

Learn More

scales_icon1

Compliance

Rest assured that a diligent team keeps you protected and above reproach

  • Regulatory Filings
  • Compliance Procedures
  • Marketing Asset Reviews
  • Annual Compliance Meeting
  • Annual Compliance Site Visit
  • Audit Support
  • Business Continuity Planning
  • Data Security Planning
  • Access to CCO

Learn More

More-Control

Technology

Modernize and scale up your business with the latest world-class technology

  • CRM & Integration
  • Financial Planning
  • Custodial Integration
  • TAMP Integration
  • Billing & Performance Reporting
  • Client App & Portal
  • Advisor Portal
  • Secure Data Sharing & Storage
  • Email Hosting & Archiving
  • Cybersecurity
  • Outside Account Aggregation

Learn More

Schedule a Call

Your journey to greater freedom and control starts here.

More-Control
Schedule a Call

We’ll ask you 5 Simple Questions during this time and learn more about you.

arrow_icon_edited1
Chart a Path Forward

You'll meet with our team and begin planning your path to independence.

thumbs_up1
Gain Independence for Greater Impact

We provide the freedom and solutions so that you can build your business, your way.

Schedule a Call

5 Step Guide to Gain Independence for Greater Impact

Get the tools, resources, and knowledge to launch a successful independent advisory business that impacts the Kingdom.