A complete list of active advisors currently associated with OneAscent Family Offices

Warmer can help you find a great advisor at OneAscent Family Offices or one who fits your needs even better.

OneAscent Family Office provides investment advisory and family office services to high‑net‑worth individuals, trusts, pension and profit‑sharing plans, and other entities, offering discretionary and non‑discretionary asset management, financial planning, and a suite of family office services. The firm also facilitates unified managed accounts through its advisory affiliate OneAscent Investment Solutions (OAIS) and can implement fee‑based annuity and insurance options and donor‑advised fund access for clients. Portfolios are managed to individualized asset‑allocation guidelines and may be implemented directly or through third‑party managers, UMAs and overlay managers; OAFO uses overlay providers Adhesion and GeoWealth and offers an optional tax‑overlay service via Adhesion. OneAscent also provides outsourced Chief Investment Officer solutions to advisor teams, monitors transitions (including held‑away accounts via order management systems), and reviews managers and strategies on an ongoing basis. Distinctive features include multiple affiliated OneAscent entities — including OAIS, OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Capital — and the firm’s role as sponsor/manager of private funds and registered funds managed by OAIS, matters the brochure discloses as potential conflicts of interest. The firm also discloses that certain professionals are licensed insurance agents, facilitates philanthropic and donor‑advised fund services through OneGive/CharityVest and a faith‑based giving affiliate, and operates across multiple offices while managing approximately $544 million in assets.

To learn more about the advisors currently working at OneAscent Family Offices, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse OneAscent Family Offices's office locations.

Name	Location	Years of experience
Joshua Arrington	San Antonio, TX	9
Larry Jones	Golden, CO	2
Philip Shaffer	Marco Island, FL	45

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