Kennewick, WA 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
5401 Ridgeline Drive, Suite 120
Kennewick WA 99338
Advisors at this office
2
Advisors at this office
John M
CFP®, Series 66
Kennewick, WA
OneAscent Financial Services LLC
John Mcdonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2021. He has held roles at Purshe Kaplan Sterling Investments and Waddell & Reed Inc, among others. Outside of his advisory work, he has been involved with ELEMSA LLC and community organizations such as Central United Protestant Church and the Arts Center Task Force. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of asset management and financial planning services, employing both advisor-managed and model-based strategies, and provides additional services including outsourced CIO and CCO functions.
Alexander P
Series 66
Kennewick, WA
OneAscent Financial Services LLC
Alexander Peloquin is a financial advisor with OneAscent Financial Services LLC in Kennewick, WA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining OneAscent in 2021, he worked at Waddell And Reed, Inc. and Northwestern Mutual Investment Management. Outside of his advisory role, he is involved with ELEMSA LLC, a company focused on payroll, tax, and employee benefits services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of investment solutions including model-based portfolios and Unified Managed Accounts.
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