Values based advice and investments
External link for Anthem Advisors, LLC
110 Lily Flagg Rd SW
Huntsville, Alabama 35802, US
I couldn’t do it without you!! Here’s to an amazing co-worker!!
Financial Paraplanner Qualified Professional providing comprehensive support to financial advisors and clients alike.
Courtney Szczudlak #Kudos I really appreciate you #GoingAboveAndBeyond
Anthem Advisors, LLC reposted this
"Cavett is like a whole-home generator, we don’t have to worry when/if storms come. Our safe room, our generator, and Cavett - I feel the same about them." -S. Rodgers (Anthem Advisors client since 2017) Ready to feel as secure in your finances as you do in your home? Contact us today at 256-288-0192 to build a financial plan that stands strong, no matter what the future holds. OneAscent Financial Services, LLC (“OAFS”), d/b/a Anthem Advisors, is a registered investment adviser with the United States Securities and Exchange Commission. The content presented is an unpaid testimonial given by a current client. OAFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by OAFS or any unaffiliated third party. Past performance may not be representative of future results. All investments are subject to loss.
"Cavett is like a whole-home generator, we don’t have to worry when/if storms come. Our safe room, our generator, and Cavett - I feel the same about them." -S. Rodgers (Anthem Advisors client since 2017) Ready to feel as secure in your finances as you do in your home? Contact us today at 256-288-0192 to build a financial plan that stands strong, no matter what the future holds. OneAscent Financial Services, LLC (“OAFS”), d/b/a Anthem Advisors, is a registered investment adviser with the United States Securities and Exchange Commission. The content presented is an unpaid testimonial given by a current client. OAFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by OAFS or any unaffiliated third party. Past performance may not be representative of future results. All investments are subject to loss.
“…Every single person, every square inch…!” Love it ! Nice work, Will !
At OneAscent, we believe in the dignity of every square inch that God has made. We also believe that it matters what we profit from. That’s why we consider how a company’s products and practices either harm or serve creation. Will Sorrell, our Director of Values-Based Investing, recently outlined how we do this for Barron's. https://lnkd.in/gdNmt49g
🎉 Great to have a strong, growing partner in OA!
🌟 Exciting News! 🌟 OneAscent has been recognized as one of The Americas' Fastest Growing Companies for 2024 by Financial Times and Statista. Ranked 223rd overall and 21st in the Fintech, Financial Services & Insurance category, we're grateful for OneAscent’s 189% revenue growth over the 2019-2022 time frame. "It's an honor to be recognized as one of The Americas' Fastest Growing Companies 2024, a testimony to our commitment to delivering values-based financial solutions. Our team at OneAscent is dedicated to empowering advisors to advance the Kingdom by helping investors live aligned with their values. This recognition fuels our passion to continue serving families who desire to integrate their values into their planning, investing and giving." said Harry Pearson, CEO of OneAscent. Thank you to our clients, partners, and team for their contributions to our success. Here's to continuing our collective mission of delivering values-based financial solutions to advisors and investors to impact the Kingdom. https://lnkd.in/dUjk3dRC #FastestGrowingCompanies #ValuesBasedSolutions
Anthem Advisors, LLC reposted this
The life, death, and resurrection of Jesus is the cornerstone of our Christian faith, the ultimate investment. Today we remember and honor his act of sacrifice and love.
Anthem Advisors, LLC reposted this
Mark your calendars for our Quarterly Market Update Webinar coming up on Tuesday, April 16, at 10 AM CST! Get timely market commentary and an outlook on portfolio positioning and performance by registering here: https://lnkd.in/deQxvC2W
Anthem Advisors, LLC reposted this
"Conditions are becoming overheated in many risk markets while inflation remains sticky," says Bob Doll, CFA. Read more in his weekly commentary, "Doll's Deliberations," here: https://lnkd.in/g347DKhd
We're #hiring a new Executive Administrative Assistant in Huntsville, Alabama. Apply today or share this post with your network.
Great update, Robin! Keep spreading the good news!!
Exciting things are happening in NYC! Michael Schnackenberg, our Head of Institutional Sales, and I went to New York for a series of impactful meetings with Morgan Stanley, Merrill Lynch, and UBS 🏙️ Finny Kuruvilla and I were also able to join a dinner with Mike Bloomberg and his partner, Diana Taylor, to discuss the effects of technology and social media on our children. Just a week later, I was able to join influential Christian and non-profit leaders in NYC to discuss how to better support Christian and values-driven entrepreneurs and investors. Praxis led this conversation. I’m a believer that movements need both institutional leadership and adoption within various networks that are interconnected and working together. This is a big reason we founded Eventide 16 years ago. So, I’m excited to see the advancement of values-based and impact investing at some of Wall Street's largest and most respected firms. #NewYorkCity #WallStreet #ValuesBasedInvesting