July 20, 2023 •OneAscent
FOR IMMEDIATE RELEASE
Contact: Samantha Vance
OneAscent Financial
(205) 847-1343
svance@oneascent.com
ONEASCENT CELEBRATES PARTNERSHIP WITH PROVIDENCE FINANCIAL ADVISORS
BIRMINGHAM, Ala., July 20, 2023 – OneAscent Financial is proud to announce its partnership with Providence Financial Advisors. Providence Financial Advisors joins a growing community of independent advisors across the nation who utilize the OneAscent Platform. OneAscent Financial is the premiere partner for faith-driven advisors to gain independence, grow their businesses and impact the Kingdom.
“OneAscent is thrilled to partner with Providence Financial Advisors,” said Co-Founder, COO and President of Financial Services Rob Grubb. “We’re honored to be Providence Financial's values-aligned partner as they continue to serve the Grand Rapids community.”
Providence Financial Advisors boasts a team of professionals dedicated to working collaboratively with clients to help them find clarity, confidence and contentment in their financial lives. They employ the Providence Process, which is designed to get to know clients holistically, including their client’s values and dreams. They then deploy the seven pillars of financial planning, six key risks of retirement and Biblical principles for financial management. The team is led by Chief Stewardship Officer/CEO and Financial Advisor Brad Nelson, CFP®, CKA®, RICP®, CLTC®, a financial services industry professional with over 10 years of experience, who serves alongside Benjamin Weerts, RICP®, CLTC®, FIC; Sara Bolen, RICP®; Simon Jackson; Bailey Ziemski and Janessa Pierzina.
“We’re eager to partner with OneAscent, an organization whose values align with ours,” said Nelson. “This partnership will allow us to elevate the experience we provide to our existing clients and provide a platform on which we can thoughtfully grow our business.”
ABOUT ONEASCENT
OneAscent is a family of companies committed to delivering Kingdom-class financial solutions to advisors and investors. 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.
For more information about OneAscent Financial Services, please visit financial.oneascent.com.
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