Oneascent Financial Services LLC
Legal Name: ONEASCENT FINANCIAL SERVICES LLC
Full Contact Details
Oneascent Financial Services LLC
23 INVERNESS PARKWAY, BIRMINGHAM, AL
205-313-9142
Other Info
Oneascent Financial Services LLC is a Delaware-based limited liability company employing 22 individuals, most of whom are advisors. With 17 clients, the firm has garnered SEC approval, granted since August 2016.
Financial Planning for Faith-Driven Investors | OneAscent
OneAscent offers a values-aligned approach to planning, investments, and stewardship. We serve faith-driven individuals, families, and organizations.
Home - Zahoranski Wealth Management
Values Aligned Investing Services Individuals Institutions Insights About About Zahoranski Wealth Working With Zahoranski Wealth About OneAscent Financial Our Team [email protected] 330-664-9637 LOG IN Values Aligned Investing Services Individuals Institutions Insights About About Zahor…
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Financial Planning for Faith-Driven Investors | OneAscent
OneAscent offers a values-aligned approach to planning, investments, and stewardship. We serve faith-driven individuals, families, and organizations.
PW Johnson Wealth and Legacy, LLC
Offering comprehensive ongoing services, with expertise in all areas of financial planning. We are building wealth and expanding lives!
Fiduciary Financial Investment Advisor & Retirement Planner
Values-aligned financial planning and investing for retirement and for life. Safe, simple, and transparent solutions that allow you to face the future with confidence, not fear. Decades of experience as fiduciaries, acting in your best interest.
Direct Owners
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ASHLEIGH COOPER SWAYZE
CHIEF COMPLIANCE OFFICER owns less than 5%
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HARRY NOBLE PEARSON
MANAGER owns less than 5%
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ONEASCENT HOLDINGS LLC
OWNER owns 75% or more
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ROBERT WAYNE GRUBB
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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JEFFREY PAUL ROGERS
OWNER