October 2, 2023 •OneAscent
FOR IMMEDIATE RELEASE
Contact: Samantha Vance
OneAscent Financial
(205) 847-1343
svance@oneascent.com
ONEASCENT PARTNERS WITH TATE FINANCIAL PARTNERS, EXPANDS PRESENCE IN SOUTHEAST
BIRMINGHAM, Ala., Oct. 2, 2023 – OneAscent Financial is proud to announce its partnership with Tate Financial Partners, led by Founder and Investment Advisor John Tate, MBA, CFP®, CKA®. Tate Financial is OneAscent’s second partner firm in Tennessee.
Tate Financial Partners joins a community of 55 independent advisors at 25 firms across the nation that utilize the OneAscent Platform. With this partnership, OneAscent Financial now manages $2.2 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 thrilled to welcome John to the OneAscent family,” said said Rob Grubb, OneAscent Co-Founder, COO and President of Financial Services. “As we got to know John, it became clear that his heart was in complete alignment with ours. This move will enable him to fulfill his commitment of impacting the lives of his clients and helping them align their values with their investments.”
Tate Financial Advisors’ vision is to help clients use their resources, including their investment portfolio, to positively impact their homes, their community and the world. Tate uses his experience in working with non-profits, churches and the financial services industry to best serve clients. His goal is to create a client-focused, independent, fee-based, fiduciary firm that is centered on helping clients achieve purpose and peace through living their life aligned with their deepest held values.
“We are excited for this new chapter in the continued development of our business,” said Tate. “By partnering with OneAscent, we are able to leverage resources that allow us to serve our clients more efficiently and effectively. We believe the framework of OneAscent will assist us in opening new doors for growth, providing better solutions and helping our clients match their investment portfolios with the values that are important to them and their family.”
1Total assets defined as assets under management, assets under advisement, and assets under administration as of Sept. 30, 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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