Serving Clients in Birmingham for Over 25 Years

Harry Pearson is CEO and Co-Founder of OneAscent Wealth. After many years serving clients in the Birmingham area through financial planning, he felt led by the Lord to open his own practice where he could have a greater Kingdom focus. Harry founded OneAscent in 2017 to assist his firm and others across the country to advise with values-aligned, Kingdom-driven excellence. OneAscent Wealth exists to serve families by encouraging generosity, faithful stewardship, and the ability to align their investments with their values. 

OneAscent Wealth provides financial planning services for individuals and businesses, including: 

• Financial Planning
• Investment Management
• Estate Planning
• Tax Planning
• Retirement Plan Services

Our Approach

OneAscent Wealth’s advisors understand the complexities of financial decision-making and are prepared to help you navigate all life’s stages. We take the time to explore how you think and feel about money and what matters most to you. We help assess where you are today and where you want to go. And then, we work with you continually to help you stay on course.  

Learn more about our financial planning process that will help you find clarity, build confidence, and establish contentment. 

Values-Based Investing

Most investment strategies are built around mutual funds or other pooled investment products. But mutual funds can sometimes feel like a mysterious black box. What industries are you invested in? How are profits being generated? What is going on in this “black box,” and what are you profiting from?

At OneAscent Wealth, our proprietary technology allows us to analyze mutual funds and pooled investment products so investors like you can choose which areas and industries you want to promote or avoid. Learn more about values-aligned investing here.

Your values inspire the way you live. Shouldn’t they inspire the way you invest? Reach out to one of our financial planners in Birmingham today to learn more!

OneAscent Wealth Birmingham, AL

Our financial advising team in Birmingham, AL is composed of passionate and committed individuals with many years of experience supporting clients and families in their financial goals. We have a team of client services specialists, investment strategists, and financial advisors dedicated to helping clients find clarity and contentment in their financial lives. Schedule a consultation today!