Services

Based in upstate South Carolina, the Sovereign Financial Group of OneAscent was founded in 2017. We’re passionate about partnering with people like you to maximize your time, resources, and abilities while helping you become good stewards. To achieve this, we developed and refined a financial planning process called The Sovereign Way. Our desire is to walk with you along this path and help lead you from success to significance.
  • Who We Serve

    Our clients consist of individuals, families, businesses and nonprofits across the country with the purpose of helping them to be good stewards of all they have been entrusted with.

  • How We Serve

    We serve our clients as fee-based, independent fiduciaries. This means that we do not charge commissions and we always put the interests of the client above our own.

    • For individuals and families: when clients initially hire us, we get to know them on a deep level and create an initial financial plan and investment strategy built around their values and goals. Once the plan is implemented, we monitor the plan actively and update the plan by speaking with clients quarterly unless the client prefers less communication.
    • For nonprofits/churches: these institutions hire us for both retirement plan (403b) consulting and institutional money management. We have the ability to offer values based investing for both, so the investments of the organization are aligned with its mission.
    • For businesses: we consult on retirement plans (401k) and offer values based investing in the plans for employees to participate in.
  • What We Charge
    • We charge an asset management fee for both financial planning and investment management.
    • We treat our clients in the way we would want to be treated. That means, we charge a reasonable fee with full transparency so you know exactly how much you are paying for our services.