A complete list of active advisors currently associated with One Financial Design, LLC
Warmer can help you find a great advisor at One Financial Design, LLC or one who fits your needs even better.
One Financial Design, LLC provides investment management and financial planning primarily to individual and high‑net‑worth clients, and also offers financial consulting engagements paid for by employers. The firm’s services include discretionary portfolio management, project‑based and ongoing financial planning, and group educational seminars and speaking engagements. The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, employing a mix of passive and active funds, ETFs, and individual securities and, when appropriate, third‑party outside managers to implement client strategies. Portfolios and plans are tailored to clients’ risk tolerance, time horizon and tax considerations, and can incorporate socially responsible investing screens at a client’s request. Distinctively for a solo independent adviser, One Financial Design offers employer‑sponsored financial consulting with annual company seminars and one‑time financial plans for employees, and it markets paid digital educational courses on budgeting, cash flow and basic investment topics. The firm operates as a fee‑only adviser, reports a small client base and modest assets under management (approximately $3.9 million across six clients), and does not accept sales commissions for investment products.
To learn more about the advisors currently working at One Financial Design, LLC, 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 |
|---|---|---|
Hingham, MA
| 10
|
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