The partnership and platform you get with us is robust, but the approach is quite simple.
Stay focused on your clients. We’ll handle the rest.
Here is how we help you.
Independent Advisors
As an independent advisor, you should be in business for yourself–not by yourself. OneAscent is your like-minded partner–giving you the freedom and solutions you need to grow your business and advance the Kingdom. We come alongside Investment Advisor Representatives (IARs) who want to leverage our platform while maintaining their independence and unique brand.
Ready for greater freedom, growth, and impact?
RIA Partners
Launching or operating your own Registered Investment Advisor (RIA) might seem daunting. At OneAscent, we guide you through each phase of the process - from legal reviews and SEC registrations to business formation and brand messaging. But launching your own RIA is simply the first step. We then help you plug into the OneAscent Platform - allowing you to streamline your operations, stay focused on your business, and continue serving your clients with excellence.
Ready to gain independence for greater impact?
Employed Advisors
Are you considering a change or rethinking your succession plan? Our team here at OneAscent knows your legacy is directly connected to the legacy of your clients. This partnership gives you the benefits of our scale and the support of our team. It allows you the freedom and flexibility to continue doing what you do best– and ensures your clients will be taken care of well into the future.
Ready to keep your legacy in good hands?
Schedule a Call
We’ll learn more about you and show you the gap between where you are and your preferred future.
Chart a Path Forward
You'll meet with our team and begin planning your path to your Best Vocational Life™.
Gain Independence for Greater Impact
We provide the freedom and solutions to walk out your calling and reach your preferred future.