January 3, 2022 •OneAscent
FOR IMMEDIATE RELEASE
Contact: Samantha Vance
OneAscent Financial
(205) 847-1343
svance@oneascent.com
ONEASCENT FINANCIAL PARTNERS WITH PIN WEALTH, EXPANDS TO BOSTON
BIRMINGHAM, Ala., Jan. 3, 2022 – OneAscent Financial Services is proud to announce its partnership with PIN Wealth, based in Boston, Massachusetts, to continue growing its network of independent advisors served nationwide.
PIN Wealth joins a community of independent advisors that utilize the proprietary OneAscent platform for marketing, investments, operations, compliance and technology solutions. OneAscent Financial is the premier platform powering business growth and Kingdom impact for faith-driven advisors.
“We are so honored to partner with PIN Wealth as they serve the Boston area,” said Co-Founder, COO and President of Financial Services Rob Grubb. “They have a proven process for excellence, and we look forward to empowering them to serve their clients with excellence and build the Kingdom.”
PIN Wealth is a national, full-service financial advisory firm dedicated to building strong, enduring relationships with individuals and their organizations by ensuring their investments align with their values. Led by Managing Partner and Wealth Advisor Joshua Wilson, PIN Wealth specializes in socially responsible investing and is building an active community that invests fossil-fuel free and holds corporate boards accountable through shareholder advocacy.
“As a firm that works diligently to align investments with values, we have appreciated partnering with OneAscent,” said Wilson. “Their values-aligned approach has allowed us to more effectively serve our clients. Launching our own RIA has been made easier thanks to the wonderful team at OneAscent!”
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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