A complete list of active advisors currently associated with One Day Wealth Management

Warmer can help you find a great advisor at One Day Wealth Management or one who fits your needs even better.

One Day Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, with investment advice generally limited to mutual funds and ETFs. The firm also offers tax preparation services to advisory clients performed by supervised personnel; those tax services are billed separately and are optional. The firm structures portfolios using Modern Portfolio Theory and documents client objectives and risk tolerance in an Investment Policy Statement, then implements long‑term trading consistent with those policies. ODWM acts as a fiduciary for retirement accounts, seeks fair allocation of investment opportunities across clients, and typically requires discretionary authority to execute trades. Distinctive aspects include the delivery of tax preparation services alongside investment advice — an offering that is uncommon among independent advisory firms — and a firm policy that requires clients to custody assets at a specific custodian, Altruist Financial LLC. As a single‑advisor practice formed recently, the advisor conducts all account reviews, does not aggregate client trades, and reports it receives no soft‑dollar benefits or third‑party referral compensation.

To learn more about the advisors currently working at One Day Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Davis	Ocala, FL	13

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