OneAscent Financial
Information by Research TrustFinance
OneAscent is a comprehensive financial services firm dedicated to delivering "values-aligned" investment solutions. The company's mission is to empower individuals, families, and financial advisors to achieve their financial goals without compromising their values. They provide a range of services including wealth management, retirement plan consulting, and asset management, all built on a proprietary screening process that identifies companies whose practices are consistent with their clients' principles. Founded on the belief that investment can be both profitable and purposeful, OneAscent serves both direct clients and a network of like-minded financial advisors.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial