A complete list of active advisors currently associated with One Wealth Map, LLC

Warmer can help you find a great advisor at One Wealth Map, LLC or one who fits your needs even better.

One Wealth Map, LLC is an SEC-registered advisory firm that manages roughly $1.1 billion for about 299 clients and serves individuals (including high-net-worth clients), family trusts, businesses, foundations, and charitable organizations. The firm provides investment supervisory services, individual portfolio management, and comprehensive financial planning through defined service levels delivered from multiple offices. The firm’s process is planning-driven: advisers build coordinated financial plans using eMoney, implement layered portfolios that allocate between fixed investments and equities, and monitor accounts with an overlay platform; they describe tax-aware “Gamma” overlays and use both fundamental and technical analysis as well as option strategies when appropriate. Clients can be managed on either discretionary or non-discretionary terms and receive periodic reviews, rebalancing, and access to consolidated reporting via the custodian and planning platform. Noteworthy features relative to peers include a comparatively large asset base per advisor and a multi-office footprint, plus growth through acquisitions and relationships with other advisers and third-party tax and legal service providers. Representatives may also be licensed as insurance agents and receive separate compensation for insurance implementations, the firm discloses paid referral arrangements, and it has begun to incorporate client testimonials and an option for continued access to its planning technology on a subscription basis.

To learn more about the advisors currently working at One Wealth Map, 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.