Platforms for freedom: RIA and IAR

Of course you want your advisory practice to grow, but how much time and money are you spending to make it work? Have you missed opportunities while wading through compliance requirements? Does your marketing generate leads while you sleep? Stop trying to do it all by yourself. Our platforms can help your business flourish, and you can get your life back.

How we manage your transition.

Joining our platform is a big transition—we understand. It’s not as simple as a five step process, but rest assured, we’ll help manage your transition every step of the way. At a high level, here’s how it works.

Schedule a conversation.

Let’s get acquainted. Starting off, we like to discuss worldview, business philosophy, and answer any preliminary questions you may have. If both parties see a potential fit, we’ll start gathering details and preparing a proposal.

Fill out application.

We look forward to learning more about you and your practice. Your application helps us understand your investment management philosophy and processes, your custodial relationship(s) and pricing, and your marketing and practice management tools.

Refine your proposal.

After reviewing your application, we’ll schedule another call to fine-tune the details of your proposal so it aligns with OneAscent.

Meet our team.

By coming to Birmingham, you get to meet our team and experience our resources and culture firsthand. We’ll also present the details of your proposal. Expect a comprehensive financial comparison analysis with your current situation, live demos of platform solutions, in-depth meetings with company leadership, and details of your proposed Transition Management Plan.

Grow your business.

We’re excited to start a fruitful partnership with you. From managing your transition to proactively setting you apart in the marketplace, we’ll work with you to humbly win the respect and admiration of the investment industry.

After considering the benefits of our platform, all of our advisors and firms came to the same conclusion—why not?

Choose your platform.

Our RIA and IAR platforms offer freedom and flexibility for your practice. Discover which platform might be right for you. Either way, we’ll work with you to find the best fit.

Full Service Platform (IAR)

Our full service platform offers freedom and flexibility to you or your firm, providing complete affiliation as an Investment Advisor Representative (IAR).

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The IAR platform comes with leading turnkey, financial planning, investment management, and Stewardship Legacy Coaching™ solutions, all founded on Christian values. We call these Kingdom-class solutions. You may be entrenched in your current processes, but we believe at least one of our solutions can provide tremendous value to your practice.
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You don’t have to sell your equity to align with OneAscent. As an IAR, you can retain your clients and your brand. However, if you want to consider other alternatives, we offer succession and continuity planning with a culture you can trust. Let’s find the right plan for you.
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We also offer attractive solutions for your back office. By joining OneAscent, you gain improved efficiencies through centralized operations, compliance, and fully-integrated tools for planning, investment, and contact management.
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We build your website with innovative, faith-integrated marketing tools specifically tailored to your brand. Our goal is to generate new leads while you sleep. We also provide a variety of training resources from a deep bench of experts, helping you promote and deliver a client experience that’s second to none.

Select Services Platform (RIA)

If you want to retain your own RIA firm and compliance, we offer leading scalable solutions for you as well. Select the services that work best for you—no more and no less.

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The RIA platform comes with Kingdom-class turnkey, financial planning, investment management, and Stewardship Legacy Coaching™ solutions. Advisors wanting to retain their own processes can also access any or all of our solutions through selling agreement(s).
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If you prefer to retain your own RIA, then you also retain your equity, your clients, and your brand. Unlike other firms, however, we offer continuity planning if you want to consider other alternatives. Perhaps our resources and culture could provide the right succession fit for you.
Conveyer belt icon
As an RIA firm affiliated through selling agreement(s), you won’t gain access to our centralized operations or compliance, but we’ll provide exemplary support for each of our solutions and empower you to grow your practice.
Target with arrow in center
Our goal is to help you find a marketing package that distinguishes your brand. We also provide access to our marketing team and resources. Please note that this platform doesn’t come with a website build.

Our full service platform offers freedom and flexibility to you or your firm, providing complete affiliation as an Investment Advisor Representative (IAR).

The IAR platform comes with leading turnkey, financial planning, investment management, and Stewardship Legacy Coaching™ solutions, all founded on Christian values. We call these Kingdom-class solutions. You may be entrenched in your current processes, but we believe at least one of our solutions can provide tremendous value to your practice.
You don’t have to sell your equity to align with OneAscent. As an IAR, you can retain your clients and your brand. However, if you want to consider other alternatives, we offer succession and continuity planning with a culture you can trust. Let’s find the right plan for you.
We also offer attractive solutions for your back office. By joining OneAscent, you gain improved efficiencies through centralized operations, compliance, and fully-integrated tools for planning, investment, and contact management.
We build your website with innovative, faith-integrated marketing tools specifically tailored to your brand. Our goal is to generate new leads while you sleep. We also provide a variety of training resources from a deep bench of experts, helping you promote and deliver a client experience that’s second to none.

If you want to retain your own RIA firm and compliance, we offer leading scalable solutions for you as well. Select the services that work best for you—no more and no less.

The RIA platform comes with Kingdom-class turnkey, financial planning, investment management, and Stewardship Legacy Coaching™ solutions. Advisors wanting to retain their own processes can also access any or all of our solutions through selling agreement(s).
If you prefer to retain your own RIA, then you also retain your equity, your clients, and your brand. Unlike other firms, however, we offer continuity planning if you want to consider other alternatives. Perhaps our resources and culture could provide the right succession fit for you.
As an RIA firm affiliated through selling agreement(s), you won’t gain access to our centralized operations or compliance, but we’ll provide exemplary support for each of our solutions and empower you to grow your practice.
Our goal is to help you find a marketing package that distinguishes your brand. We also provide access to our marketing team and resources. Please note that this platform doesn’t come with a website build.
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OneAscent logo connected to user icon
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OneAscent logo connected to user icon
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