A complete list of active advisors currently associated with StoryOne Family Office

Warmer can help you find a great advisor at StoryOne Family Office or one who fits your needs even better.

StoryOne Family Office is an SEC-registered adviser that serves individuals (including high‑net‑worth clients), families, trusts and estates, corporations and other business entities, qualified retirement plans, and nonprofit organizations. The firm provides portfolio management and financial planning alongside expanded family office services such as wealth design, trust administration, lifestyle management, philanthropic planning, tax coordination, and insurance services. The firm manages discretionary accounts using firm‑constructed model portfolios (ranging from aggressive to conservative) and custom portfolios built with third‑party research, and it employs a mix of long‑term and short‑term strategies informed by fundamental, technical, cyclical, and economic analysis. StoryOne may allocate client assets to unaffiliated independent managers, operates under a sub‑advisory arrangement for certain clients, and aggregates assets at the household level to pursue target asset allocations. Distinctive features include an explicit family‑education focus—family coaching, mentoring and education, noted alongside seminars or workshops—which is an offering that is relatively uncommon among peers. The firm is recently established and manages roughly $259 million in discretionary assets; its disclosures also note sub‑advisory fee allocations and that some employees are licensed insurance agents, items the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at StoryOne Family Office, 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.