Tripp C Hale

OneAscent Wealth in Pensacola, FL, offers values-aligned financial planning services for individuals and businesses, focusing on investments, estate planning, tax planning, and retirement plan services. With over 40 years of experience, their team of advisors helps clients navigate financial decision-making and find clarity in their financial lives. Specializing in values-based investing, OneAscent Wealth uses proprietary technology to analyze mutual funds and pooled investment products, allowing clients to align their investments with their personal values. Their dedicated team of client services specialists, investment strategists, and financial advisors in Escambia County, FL, is committed to helping clients achieve their financial goals and establish contentment in their financial journey.Generated from the website

Specializing in retirement distributions / income portfolios; sudden wealth planning; life transition planning; |Year Established: 1987.