A complete list of active advisors currently associated with One Day Wealth
Warmer can help you find a great advisor at One Day Wealth or one who fits your needs even better.
One Day Wealth serves individual clients — including both high-net-worth and non-HNW households — as well as charitable organizations and businesses. The firm provides portfolio management, comprehensive and project-based financial planning, retirement plan consulting, and personal finance presentations to public audiences and employee groups. The firm develops individualized investment policies and typically implements those plans with a primarily passive approach, using index mutual funds and ETFs, while employing fundamental, cyclical, and charting analysis when performing deeper investment analysis. Comprehensive planning clients receive ongoing access to a planner with quarterly monitoring and written or electronic plans, and the firm also offers hourly and project-based engagements. A notable feature of One Day Wealth is its regular delivery of educational seminars and workplace presentations on topics such as personal finance, investing, professional development, and entrepreneurship — a service that is less common among peers. The advisory practice is CFP®-led and small in scale, and it also provides retirement plan consulting to employers while the principal maintains a limited outside technology and business consulting activity.
To learn more about the advisors currently working at One Day Wealth, 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 |
|---|---|---|
Seattle, WA
| 11
| |
Edmonds, WA
| 2
|
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