Findlay, OH Office

Team
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Asset One Wealth Management, LLC logo

Asset One Wealth Management, LLC

Team

Firm-wide stats for Asset One Wealth Management, LLC

Total advisors

18

Across 10 offices

Clients per advisor

65 High

Avg AUM per client

$804,257 Typical

HNW client ratio

24% Low

About

Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts and estates, business entities, pension and profit‑sharing plans, and charitable organizations. The firm manages client portfolios on a discretionary basis and offers family‑office style coordination (tax and estate planning coordination, cash‑flow management, and succession planning) for clients with at least $2 million in assets under management.

The firm’s investment process begins with a strategic asset allocation that is customized to each client’s risk profile and objectives, with periodic rebalancing and a long‑term buy‑and‑hold orientation across individual stocks and bonds, ETFs, mutual funds, and selected Independent Managers. Asset One also advises on assets held away from clients’ primary custodians—such as variable life and annuity contracts and employer retirement plan assets—and conducts ongoing oversight of third‑party Independent Managers it engages.

What distinguishes Asset One from many peers is its combination of institutional and cross‑industry activity: it provides ERISA retirement plan consulting as a fiduciary, coordinates with other professional advisors and financial institutions, and its supervised persons include registered representatives and licensed insurance agents (relationships the brochure discloses and manages for conflicts). The firm also documents proxy voting procedures through Broadridge, receives institutional support and educational programming via its Schwab relationship, and offers specific family‑office credits for estate and tax preparation for larger clients.

Based on Asset One Wealth Management, LLC

Expertise

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance

Based on Asset One Wealth Management, LLC

Location

520 South Main Street, Suite A

Findlay OH 45840

Advisors at this office

4

Advisors at this office

user avatar

Titus A

CFP®, Series 66

Findlay, OH

Asset One Wealth Management, LLC

Titus Allen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Asset One Wealth Management, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Fifth Third Securities. Outside of advising, he owns and oversees operations at Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm employs a strategic asset allocation approach tailored to client risk profiles and objectives, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
user avatar

Leah C

Series 63, Series 65

Findlay, OH

Asset One Wealth Management, LLC

Leah Cook is a financial advisor at Asset One Wealth Management, LLC in Findlay, OH. She holds the Series 63 and Series 65 licenses and has experience working with several firms including Cetera Wealth Services, Allen-Kramp Wealth Management, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is actively involved in community and nonprofit organizations such as Flag City Vet Fest, Habitat for Humanity, and Silent Watch, where she holds leadership and volunteer positions. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a range of clients including individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach customized to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and Independent Managers, with additional services including ERISA retirement-plan consulting and family office coordination for high-net-worth clients.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
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Nicole W

Series 63, Series 65

Findlay, OH

Asset One Wealth Management, LLC

Nicole Wagner is a financial advisor with Asset One Wealth Management, LLC in Findlay, Ohio. She holds Series 63 and Series 65 licenses and has five years of industry experience, including roles at Cetera Wealth Services and Voya Financial Advisors. Wagner serves as president of the Cory-Rawson PTO and holds board positions with the Millstream Area Credit Union, the Green & Gold Foundation Fund, and the Old Millstream Foundation. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for those with over $2 million in assets.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
user avatar

Marcy B

Series 63, Series 65

Findlay, OH

Asset One Wealth Management, LLC

Marcy Bibler is a financial advisor at Asset One Wealth Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Securities and Cetera. Bibler also serves as Director of Client Experience at Asset One Wealth Management dba AK Wealth Management. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with a range of wealth management needs, including family office coordination for clients with over $2 million in assets.

Retirement income strategy Debt management Charitable giving & philanthropy General estate planning guidance
View complete list of advisors at this office
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