Contact: Samantha Vance
OneAscent Financial
(205) 847-1343
svance@oneascent.com
ONEASCENT PARTNERS WITH LONE OAK FINANCIAL SERVICES, EXPANDS PRESENCE IN NORTHEAST
BIRMINGHAM, Ala., July 8, 2024 – OneAscent Financial is proud to announce its partnership with Lone Oak Financial Services, led by CEO and Financial Advisor Benjamin Wilhelm, CRPC®, AAMS®, CKA®. With this partnership, OneAscent Financial now serves financial advisors in 16 states and provinces.
Lone Oak Financial Services joins a growing community of over 55 advisors across the nation who utilize the OneAscent Platform. With this partnership, OneAscent Financial now manages $3.9 billion in total assets.1 OneAscent Financial is the premiere partner for faith-driven advisors to gain freedom, stimulate growth and amplify their impact.
“We are excited about our firm's growth that is taking place in the mid-Atlantic region with the addition of Ben and his team,” said said Rob Grubb, OneAscent Co-Founder, COO and President of Financial Services. “Their passions for values-based financial management and investment advice align perfectly with our firm.”
Lone Oak Financial Services strives to love God and people first, and then apply sound, biblically-centered, values-based financial management and investment advice. Offering a variety of financial services, its mission is to provide value to all those whom it serves, and its team believes that every single person who comes into their sphere are gifts.
"It's with great enthusiasm that we join with OneAscent, sharing aligned values and a commitment to client-centered excellence,” said Wilhelm. “This collaboration enables us to elevate our client focus and drive business expansion all while striving to advance the Kingdom."
1Total assets defined as assets under management, assets under advisement, and assets under administration as of June 30, 2024.
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 faith-driven financial advisors who desire to be a part of something bigger than themselves. Our values-aligned, Kingdom-driven solutions allow advisors to gain freedom, stimulate growth and amplify their impact. 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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