OneAscent Financial Services

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

OneAscent Financial Services — overview

About

OneAscent Financial Services is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, investment management, retirement planning, estate planning, risk management, and tax planning. The wealth manager advises to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, broker/dealers and other business entities.

OneAscent Financial Services - known decision makers (65)

Position	Location	Asset Class
Founder, Financial Advisor, and Investment Manager	Birmingham, US	RE
Certified Financial Planner	Birmingham, US	RE
Certified Financial Planner, Wealth Manager & Chief Strategist	Orefield, US	RE
Chief Compliance Officer	Birmingham, US	RE
Chief Executive Officer, Senior Lead Advisor	Birmingham, US	RE

Showing 5 of 65 known decision makers OneAscent Financial Services

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo