A complete list of active advisors currently associated with One Life Advisory

Warmer can help you find a great advisor at One Life Advisory or one who fits your needs even better.

One Life Advisory provides portfolio management and financial planning services intended for institutional or pooled-vehicle mandates while listing individuals, high‑net‑worth individuals, and charitable organizations as client types in its brochure. The firm is newly formed and currently reports no assets under management and no client accounts, with a single management person overseeing the practice. The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, and it develops written investment policy statements for accounts while generally seeking discretionary authority to implement asset allocations across mutual funds, ETFs, equities, fixed income and insurance‑based products such as annuities. It charges asset‑based advisory fees, requires clients to use a specified custodian (Altruist), and provides both one‑time and ongoing subscription financial planning with at least annual account reviews. Noteworthy distinctions include a common ownership affiliation with an insurance entity and supervised persons who are licensed to sell insurance and may receive commissions on insurance product sales, a potential conflict the firm discloses and documents in client files and limits to certain insurance providers. The firm also does not aggregate trades across multiple clients, requires a single custodian for accounts, and currently reports zero AUM and no client accounts—features that set it apart from many investment managers.

To learn more about the advisors currently working at One Life Advisory, 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.