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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Tate Financial Partners

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United States
Maryville, TN
Tate Financial Partners

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Helping clients use their resources to positively impact their homes, their community, and our world.

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.

10/23/2026

Are you ready for retirement? Will you have enough? Will it always be enough? Will your spouse be okay? Reach out to schedule a retirement readiness conversation.

10/21/2026

A few weekends ago, John, Kelly, and Sam took on a triathlon together. Kelly and Sam crossed the finish line strong. John’s race ended early when his bike gave out mid-course.

It wasn’t the finish he trained for. But John is proud of the months of early mornings, the discipline, and the preparation that got him to the start line. One mechanical issue doesn’t erase that work.

Financial planning works the same way. You can prepare well and still hit setbacks you didn’t choose, whether it’s a market downturn, an unexpected expense, or a season that doesn’t go to plan. The discipline you build ahead of time is what helps you stay the course when it happens.

A good plan isn’t built for perfect conditions. It’s built for real life.

Congratulations to Kelly and Sam, and to John for showing what faithful preparation looks like!

10/09/2026

As the leaves change, it's a good time to check in on your financial plan too. A simple fall review can catch what slipped over the summer and set you up well heading into year-end. We're here to help you take that look.

10/01/2026

Your investments should reflect what you believe, not just what performs. Values-based investing lets you build wealth without compromising your convictions.

See how we build values-aligned portfolios: https://bit.ly/3ULOzhM

09/28/2026

September is also Life Insurance Awareness Month. Protecting what you've built matters as much as growing it. If it's been a while since you reviewed your coverage, now's a good time.

Caring for your family well is part of faithful stewardship. Let's make sure your coverage reflects that. Reach out to schedule a review.

09/23/2026

True financial confidence isn't just about numbers. It's about using what you've been given to make a real difference at home, in your community, and beyond.

Behind every financial plan is a person who cares about getting it right. John Tate, MBA, CFP®, CKA®, founded our firm to help clients find purpose and peace by living out their deepest held values, in every financial decision. Grateful for the trust placed in him.

Ready for a conversation about your financial future? Reach out to our team today.

https://bit.ly/3ULOzhM

09/18/2026

Wealth was never just about the numbers. We believe it's about what it's for — your family, your future, and the calling behind it all. That's the lens we bring to every conversation.

Click the link below to learn more:

https://bit.ly/3ULOzhM

09/11/2026

Stewardship isn't a one-time decision. It's a daily discipline, small, consistent choices that hold up over decades, not just quarters.

At Tate Financial, we believe everything you have is a gift, not something you own but something you're called to steward well. That's why our advisors help you align your planning, investment, and giving decisions with what you value most, so your wealth reflects your purpose, not just your portfolio.

Ready for guidance that thinks generationally? Let's talk.

09/07/2026

On Labor Day, we honor the work that builds families, communities, and legacies. Wealth is a byproduct of faithful labor, and we're grateful to help clients steward the fruit of that work well.

"Whatever you do, work heartily, as for the Lord and not for men" (Colossians 3:23).

Address

PO Box 4304
Maryville, TN
37802

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18653557494

Website

https://tatefinancialpartners.com/

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