Join a unified team of advisors pursuing a greater work - helping clients secure their financial future while living fully aligned with their values.
Accelerate the growth of your advisory practice. Continue to build your business on one of our flexible platforms: RIA or IAR. From start to finish, we’ll help manage your transition so it’s as smooth as possible.
Personnel that work for investment advisory companies whose main responsibility is to provide investment related advice. According to regulations, IARs can only provide advice on topics on which they have passed the appropriate examinations.
A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice.
Leverage exclusive partnerships with money managers like Bob Doll, so your practice can stand out in the industry. Appeal to affluent clients and craft their investment strategies with confidence.
I have been blessed to work for some of the largest financial institutions in the country, yet they all lacked the vision and mission of OneAscent. Through highly competent and caring people, innovative technology, and outstanding investment solutions, OneAscent has enabled me to fulfill my calling and make more of a Kingdom impact through my practice.
My frustration had grown over several years. Year after year I would attend the Kingdom Advisors national conference and be inspired to do a better job integrating my faith into my work. Unfortunately, my existing firm wouldn’t allow me to truly implement what I felt God calling me to do. Although we both valued excellence, I also wanted to integrate Biblical Truth into planning and investments. Not only did OneAscent give me the freedom I was looking for, they also gave me the turnkey solutions to impact the families God called me to serve.
I believe that Stewardship Legacy Coaching™ is a vital and strategic organization for Christian Professional Advisors. Their process will help advisors guide their clients to optimize the stewardship of their entire lives.
Their process equips advisors to serve their affluent clients in a transformative manner—combining advanced, cutting-edge planning techniques and strategies, with a thoroughly Biblical worldview perspective. The training program is very comprehensive and is taught by numerous professionals that are recognized nationally for their experience and expertise in the various disciplines in which they practice.