A complete list of active advisors currently associated with One Stop Advisor LLC
Warmer can help you find a great advisor at One Stop Advisor LLC or one who fits your needs even better.
One Stop Advisor LLC provides investment management, financial planning (both comprehensive and modular), tax return preparation, and insurance and annuity services to individual clients and other private clients such as trusts and estates. Like many independent advisers, it offers discretionary portfolio management and typically charges percentage-of-AUM advisory fees. The firm constructs globally diversified model portfolios across equities, fixed income, real estate, commodities, mutual funds, and ETFs and generally follows a long‑term, buy‑and‑hold allocation with periodic rebalancing and portfolio reviews. Custody and trade execution are handled through third‑party custodians and the firm also offers implementation and ongoing monitoring engagements as separate services. What distinguishes the firm is that its principal is a licensed CPA and university accounting instructor and the firm provides tax return preparation as an integrated service, a combination that is uncommon among independent advisers. The firm also expanded in July 2025 from a fee‑only model into fee‑based insurance and annuity sales (including advisory fixed indexed annuities) and operates several informational websites on annuities and long‑term care; it discloses and manages the potential conflicts created when representatives sell insurance or receive commissions.
To learn more about the advisors currently working at One Stop Advisor 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 |
|---|---|---|
Lancaster, PA
| 3
|
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