A complete list of active advisors currently associated with One XVI Wealth

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

One XVI Wealth is an independent, fee-only advisory firm that provides discretionary investment management and both project-based and ongoing financial planning to individuals, businesses, and charitable organizations. The firm primarily delivers portfolio management for individual clients under asset-based advisory arrangements while also working with nonprofits and corporate clients. The firm builds portfolios around asset-allocation targets using a mix of fundamental and technical analysis and principles of modern portfolio theory, and it may combine passive and active funds to pursue client objectives. It also offers values-based (faith-driven/ESG) investing options and tailors planning engagements to client needs, including business planning, cash flow, retirement, and estate considerations. Uncommon for a solo independent adviser, the firm provides its investment management services exclusively through a wrap fee program and does not manage non-wrap accounts, a structure the brochure highlights and discloses potential conflicts for. The firm likewise notes it accepts charitable organization clients and operates a relatively small practice (roughly $52.9 million in discretionary AUM across 61 clients), and it maintains an institutional relationship with an independent custodian and a third‑party cash aggregator.

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