What Our Clients Say
We have been a client of John Tate for more than 10 years and we have known him personally for more than 20 years. In all of our dealings with him, we have found that he is trustworthy, honest, and deals with us and others with integrity. We have entrusted our life savings to Tate Financial Partners and trust them implicitly to help us steward our resources well. When we think of someone to trust with our money, John and Tate Financial Partners are the first person that we suggest to others.
– Rev. Rae and Ruth M.
OneAscent Financial Services, LLC (“OAFS”), d/b/a Tate Financial, 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.
For years, I’ve entrusted my financial journey to Tate Financial Partners. From managing my retirement to saving for my children’s education and guiding me through life’s transitions, they’ve consistently delivered clarity and confidence. Their commitment to living aligned with the values they advocate is evident in their thoughtful advice and innovative solutions. I confidently recommend Tate Financial Partners to anyone seeking quality financial guidance.
– Mark R.
OneAscent Financial Services, LLC (“OAFS”), d/b/a Tate Financial, 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.
For over a decade, John Tate has been instrumental in our financial growth, enabling us to give generously while optimizing tax benefits. Their guidance in charitable giving strategies has empowered us to make impactful contributions to causes we care about. We trust Tate Financial Partners because they align with our values, prioritize our best interests, and share a vision of making a difference globally through investments. We wholeheartedly recommend them to friends and family seeking trusted advisors committed to creating positive change through financial stewardship.
– Rev. Joe and Beth G.
OneAscent Financial Services, LLC (“OAFS”), d/b/a Tate Financial, 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.