Schedule a Call

WHAT OUR ADVISORS ARE SAYING

We exist to provide the freedom and solutions that help faith-driven financial advisors gain independence.

  

testimonial thumbnails draft5-1

When we joined OneAscent, we found that the client acquisition process tied with the investment process really freed us to our highest and best use for our clients. Our business has grown substantially because of it, and our clients love it. I don’t have to stay up until 2 A.M. trying to decide what mutual fund or ETF to buy for my clients. I can lay that process off to OneAscent with confidence that there are world-class managers taking care of my clients every single day. It freed me up to be a better advisor day by day to serve my clients.

- Scott MacKenzie, CEO & Lead Advisor, Hampton Square Wealth Management


Serve Your Clients, Your Way

OneAscent is the most responsive that we’ve ever seen in the business as far as being able to help us grow our business. We find that we can always pick up the phone and get a positive response. We have partners that are not only mentors in many ways, but also brothers and sisters in Christ.

Scott MacKenzie, CEO & Lead Advisor, Hampton Square Wealth Management

I love the fact that we have encouragement, help, and a whole team behind us from OneAscent. That gives us more confidence. We have wonderful portfolio managers, great compliance, and all the structure we need so that we can focus on people. We’ve seen changed lives.

Jan MacKenzie, Director of Client Services, Hampton Square Wealth Management

We’re totally independent. One of the nice things that came along with encountering OneAscent was the opportunity to continue operating in that way; to incorporate values-based investing and still operate independently.

Tim O'Connor, Founder & Senior Advisor, O'Connor Wealth Management

OneAscent has provided us wonderful tools that we can present to our clients: values-based investing, really wonderful tools on the specific portfolio options, and presentation tools. Even though technically as an RIA, we're in business for ourselves, we’re not in business by ourselves. And it’s just really nice to have OneAscent because we don’t feel alone on this at all.

- Tim O'Connor, Founder & Senior Advisor, O'Connor Wealth Management


Explore Values-Aligned Partnership

testimonial thumbnails draft8-1

  

Do you want the independence to build your business and impact clients’ lives? Schedule a call with us to learn more.