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, financial planning, and comprehensive family office services to high‑net‑worth individuals and family clients. The firm, established in 2022, manages approximately $544 million in client assets through a team of four advisors and maintains multiple offices. Portfolios are managed on either a discretionary or non‑discretionary basis with individualized asset‑allocation guidelines, the use of third‑party managers, and the option to allocate assets to Unified Managed Accounts created by its affiliate OneAscent Investment Solutions (OAIS). The firm also offers tax‑overlay services through an overlay manager (Adhesion), outsourced CIO solutions, and can manage held‑away accounts via third‑party technology platforms while delivering family governance, reporting, and project‑management services. What distinguishes OneAscent from many peers is its integrated operating structure: several affiliated entities (including OAIS, OneAscent Wealth Management, and OneAscent Financial Services) and ownership interests in private funds through OneAscent Capital allow the firm to combine UMA, OCIO and fund‑sponsoring capabilities. The brochure also discloses that some professionals are separately licensed insurance agents and that the firm facilitates donor‑advised giving through OneGive/CharityVest, with these affiliations and related conflicts of interest addressed in its disclosures and Code of Ethics.

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.