Birmingham, AL Grandview Place Office
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OneAscent Financial Services LLC
Multi-team
Firm-wide stats for OneAscent Financial Services LLC
About
OneAscent Financial Services LLC is a multi‑team registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers discretionary and non‑discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back‑office support for other RIAs.
Investment programs are implemented using individualized asset‑allocation guidelines and may be managed directly by advisor teams or through model‑based and UMA platforms; the firm uses overlay managers (including Adhesion and GeoWealth), offers a tax‑overlay option, and makes use of automated programs such as Schwab’s Institutional Intelligent Portfolios. OneAscent also provides outsourced CIO and outsourced CCO services and monitors third‑party managers it recommends.
Several features disclosed in the brochure are uncommon for peers: certain professionals can arrange tax preparation and accounting services for clients, some advisors are registered representatives of Purshe Kaplan Sterling Investments, Inc. (PKS) and can effect broker‑dealer transactions, and some are licensed insurance agents who may sell annuities and insurance. The firm also integrates donor‑advised fund technology (OneGive/CharityVest), operates an affiliated investment manager and private funds, and discloses the resulting conflicts of interest for clients to review.
Based on OneAscent Financial Services LLC
Expertise
Based on OneAscent Financial Services LLC
Location
100 Grandview Place, Suite 200
Birmingham AL 35243
Advisors at this office
3
Advisors at this office
Stone E
Series 65
Birmingham, AL
OneAscent Financial Services LLC
Stone Evers is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Tax Favored Benefits and the University of Kansas. Outside of advising, he holds an insurance license and is involved in insurance sales. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, and consulting, using individualized asset-allocation guidelines and various model-based platforms.
Matthew W
Series 66
Birmingham, AL
OneAscent Financial Services LLC
Matthew Williams is a financial advisor at OneAscent Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as executor of his grandmother’s estate. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers personalized asset management, financial planning, and consulting through multiple advisory teams, utilizing a range of managed account platforms and overlay managers.
Paul T
Birmingham, AL
OneAscent Financial Services LLC
Paul Tyers is a financial advisor with OneAscent Financial Services LLC in Birmingham, AL, and holds three years of industry experience. He is also President of Canadian Life Settlements Inc. and serves on the board of the Life Insurance Settlement Association of Canada and the Orange Benefit Fund. Additionally, Tyers is President and Director of Wealth Stewards Inc., a firm providing financial planning and life/accident insurance brokerage. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing individualized asset-allocation strategies and various platform solutions, including outsourced CIO and CCO services.
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