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Faith-driven advisor,
you know there’s a better way.

At OneAscent, we provide the freedom and solutions to help you gain independence.

Schedule a Call

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Gain Independence

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Grow Your Business

Impact

Impact the Kingdom

We know the uncertainty you feel stepping out into independence.

Right now, you’re not able to build your business and impact clients’ lives the way you want to. Faith-driven advisors often feel restless and uncertain—because they know there’s a better way.

 

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Gain Independence for
Greater Impact

Launch

We help you clarify what independence means to you, explore your options, and launch as an independent advisor.

Grow

The OneAscent Platform gives you values-aligned solutions to differentiate your business and add rocket fuel to your growth.

Impact

Fulfill your calling as a faith-driven advisor and make a lasting impact in and through the lives of your clients.

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At OneAscent, we’re your values-aligned partner.

We know the uncertainty you feel stepping out into independence. We’ve made the journey ourselves. Built by advisors, for advisors, OneAscent is your trusted partner. We educate, guide, and launch you into independence so that you can grow your business and impact the Kingdom.

Schedule a Call

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The OneAscent Platform

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Marketing

Investments-iconInvestments

Operations-iconOperations

Compliance-iconCompliance

Technology-iconTechnology

  • Messaging
  • Brand Development
  • Marketing Strategy Consulting
  • Website Design
  • VBI Workshop
  • Custodial Selection / Integration
  • Access to TAMP
  • Market Research
  • Market Commentary
  • Manager Due Diligence
  • Portfolio Screening Tool
  • Proposal Generation
  • Large Case Design
  • Turnkey Model Portfolios
    * VBI Portfolios
    * 3rd Party Models
  • Target Date Retirement Solutions
  • Access to CIO
  • Firm Transition Management
  • Day-to-day Support
  • Custodial Support
  • Technology Support
  • Billing Services
  • Reporting
  • Ongoing Training
  • Account Opening Facilitation
  • Continuous Success Management
  • Regulatory Filings
  • Compliance Procedures
  • Marketing Asset Reviews
  • Annual Compliance Meeting
  • Annual Compliance Site Visit
  • Audit Support
  • Business Continuity Planning
  • Data Security Planning
  • Access to CCO
  • CRM & Integration
  • Financial Planning
  • Custodial Integration
  • TAMP Integration
  • Billing & Performance Reporting
  • Client App & Portal
  • Advisor Portal
  • Secure Data Sharing & Storage
  • Email Hosting & Archiving
  • Cybersecurity
  • Outside Account Aggregation

Schedule a Call

Your journey to greater freedom and control starts here.

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Schedule a Call

We’ll ask you 5 Simple Questions during this time and learn more about you.

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Chart a Path Forward

You'll meet with our team and begin planning your path to independence.

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Gain Independence for Greater Impact

We provide the freedom and solutions so that you can build your business, your way.

Schedule a Call

5 Step Guide to Gain Independence for Greater Impact

Get the tools, resources, and knowledge to launch a successful independent advisory and impact the Kingdom.