A complete list of active advisors currently associated with One Life Financial Group, Inc.

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

One Life Financial Group provides discretionary portfolio management and comprehensive financial life planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages roughly $118 million in discretionary assets across about 200 clients and offers tiered Silver/Gold/Platinum service plans that include held-away wealth management, education account management, and one-time planning engagements. The firm tailors investment programs to client goals, time horizons, and risk tolerance, drawing on fundamental, technical, and cyclical analysis to inform asset allocation and security selection. One Life typically operates on a discretionary basis and offers both bundled and unbundled fee arrangements that combine fixed ongoing planning fees with percentage-based AUM charges; it also describes using Dimensional resources and tools as part of its investment process. Noteworthy operational features disclosed in the brochure include a household cap (150 households) and a limit of three new client households per month, as well as a policy that clients vote their own proxies rather than the firm voting on their behalf. The firm also discloses use of client testimonials in advertising — a practice that is uncommon among peers — and states that the business is wholly owned by its founder.

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