Tate Financial Partners was founded in 2023 with the vision to help clients use their resources, including their investment portfolio, to positively impact their homes, their community, and our world. John Tate uses his experience in working with non-profits, churches, and the financial services industry to find a better way to serve clients. The result is a client-focused, independent, fee-based, fiduciary firm that is centered on helping clients achieve the purpose and peace that is found in living their life aligned with their deepest held values.
Tate Financial Partners offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements., Publication of this profile should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Po Box 4304, Maryville,tn 37802,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Maryville, TN
Tate Financial Partners Questions
Tate Financial Partners's website is https://tatefinancialpartners.com/
Tate Financial Partners's LinkedIn profile is https://www.linkedin.com/company/tatefinancialpartners
Tate Financial Partners has
2 employees.
View email and phone details for 2
employees at Tate Financial Partners.
Tate Financial Partners's industry is
Financial Services
Tate Financial Partners's top competitors are
John Stossel,
Stossel In The Classroom,
Build With Assembly,
Crisis Center, Inc.,
Free To Choose Network,
Kairos Digital.
Tate Financial Partners's categories are Financial Services
Tate Financial Partners's founding year is 2023
