A complete list of active advisors currently associated with Oneadvocate Financial LLC

Warmer can help you find a great advisor at Oneadvocate Financial LLC or one who fits your needs even better.

OneAdvocate Financial LLC is a state-registered investment adviser that offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and company-sponsored retirement plans. In addition to managed accounts, the firm provides retirement plan consulting services such as plan design, investment lineup selection and monitoring, administration support, education, co‑fiduciary assistance, and benchmarking. The firm delivers both discretionary and non-discretionary managed-account services and tailors recommendations to client objectives, time horizon, and risk tolerance using tools such as asset allocation, dollar‑cost averaging, technical analysis, and a mix of short‑ and long‑term strategies. It recommends using an independent custodian (Charles Schwab), charges fees based on assets under management rather than performance fees, and performs quarterly account reviews and ongoing due diligence on investment options. Notable distinctions include a specific emphasis on retirement plan (pension) consulting — a service that is relatively uncommon for firms in this category — and affiliations with insurance and benefits-related businesses; some representatives are licensed insurance agents and the firm discloses the potential for commissionable product sales. The brochure also indicates the firm is newly formed, currently reports no assets under management, and operates with a very small advisory staff, factors that may affect its capacity and service model compared with larger peers.

To learn more about the advisors currently working at Oneadvocate Financial 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
Josiah Gulbro	Indianapolis, IN	0
Jay Steger	Indianapolis, IN	20
Cecily Stilley	Indianapolis, IN	1

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