August 14, 2023 •OneAscent
FOR IMMEDIATE RELEASE
Contact: Samantha Vance
OneAscent Financial
(205) 847-1343
svance@oneascent.com
ONEASCENT PARTNERS WITH BILLION DOLLAR FIRM STRATEGENCE CAPITAL
BIRMINGHAM, Ala., Aug. 14, 2023 – OneAscent Financial is proud to announce its partnership with Wealth Stewards, a wealth management firm based in Toronto, Canada. Wealth Stewards will utilize the OneAscent Platform to grow its business and serve clients with U.S.-based assets. OneAscent Financial is the premiere partner for faith-driven advisors to gain freedom, stimulate growth and amplify their impact. With this partnership, OneAscent Financial now manages $2.2 billion in total assets.1
“The Wealth Stewards team has a long track record of professionalism and success in Canada,” said OneAscent Co-Founder, COO and President of Financial Services Rob Grubb. “We are thrilled to partner with this amazing firm as they expand into the United States.”
Founded in 2006, Wealth Stewards boasts a team of professionals who won the 2017 & 2018 Global Financial Planning Awards and were runners-up for The Americas. Its team of experts work in tandem to provide comprehensive planning for families, including asset management, risk management, retirement planning, estate planning and tax planning. The team is led by Managing Director and Portfolio Manager Paul Tyers, FCPA, FCA, CFP®, CIM, the firm’s founder. Tyers has been nominated as an ELITE Advisor™ and is a published author of “A Roadmap for Canadian CPAs to Develop & Manage a Wealth Advisory Practice” and co-author of Canadian best-seller “Fiscal Fitness, Financial Planning for all Stages of Life.”
“I am delighted to have partnered with OneAscent, whose values align with ours at Wealth Stewards,” said Tyers. “I believe that OneAscent provides an excellent platform for our firm to meet the needs of our affluent U.S.-based clients, most of whom are referred to us by their trusted CPAs.”
1Total assets defined as assets under management, assets under advisement, and assets under administration as of July 31, 2023.
ABOUT ONEASCENT
OneAscent is a family of Kingdom-minded companies driven by our mission to empower stewards to thrive in life and legacy and to bless humanity through values-based financial solutions. OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for the clients entrusted to them. OneAscent is headquartered in Birmingham, Ala., and serves clients through office locations across the United States.
For more information about OneAscent Financial Services, please visit financial.oneascent.com.
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