A complete list of active advisors currently associated with One Degree Advisors, Inc.

Warmer can help you find a great advisor at One Degree Advisors, Inc. or one who fits your needs even better.

One Degree Advisors serves primarily high‑net‑worth individuals, business owners, and corporate clients with financial planning and discretionary investment management. The firm emphasizes personalized planning, portfolio construction using institutional‑style and no‑load mutual funds and ETFs, and may include municipal notes and bonds for some clients. Investment decisions are guided by a strategic, asset‑allocation framework informed by Modern Portfolio Theory and a mix of fundamental and quantitative analysis, with periodic monitoring and rebalancing. The firm also uses third‑party sub‑advisers and separately managed accounts for specialized strategies and may recommend options‑based liquidity strategies — including box spread strategies — for eligible clients when appropriate. The brochure discloses several features that distinguish the firm from many peers: the explicit addition of options‑based box spread strategies, the limited use of sub‑advisers for long/short, leveraged, or derivative strategies, and ongoing consulting arrangements with broker/dealers, insurance companies, and investment companies. It also describes platform and custodian relationships (including Schwab and Altruist) and related support arrangements, and notes advisor credentials such as CEPA and Kingdom Advisor that reflect a focus on business‑owner exit planning and faith‑based financial guidance; the firm’s materials additionally disclose marketing and educational activity, including use of third‑party platforms and advertising practices.

To learn more about the advisors currently working at One Degree Advisors, Inc., 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.