We’re grounded in total transparency, smart strategy, and putting our clients’ interests first. Only our clients pay us, so we, as fiduciaries, get to the offer first-class, unbiased advice that brokers don’t. We’re committed to protecting the wealth you have, then guiding it to greater growth—and securing a comfortable retirement.
Because we saw a need for robust retirement advice for individuals, we applied our best practices from helping small businesses towards improving that deficit. Today we work with both companies and individuals to help them fund a sustainable retirement.
“It’s simple: We take the wheel, and our clients get to focus on the here-and-now.”
Ron’s experience in the investment management industry—over a quarter century—instills him with a drive to help people attain and sustain their dreams for retirement. He started ONE to provide high-quality and highly personalized retirement and financial planning services to businesses, individuals, and families around the country.
Jon is a co-founder of the firm and leads the firm's strategic partnership initiatives. His background includes over 20 years of experience in the financial and legal fields, including advising high net worth families on wealth management, assisting qualified retirement plan sponsors with fiduciary and plan design issues, and assisting charitable donors in maximizing asset-based, tax-advantaged giving strategies.
Fitting small businesses with simple, effective, affordable retirement plans is Liah’s specialty. With clients’ needs put first, she uses her extensive client service experience to find great solutions. Her expertise includes strategic planning, vendor relations, client services, online marketing, and more.
With 13 years of financial planning experience, Dan is dedicated to his clients’ retirement success. Whether helping individuals, families, or small-to-medium size institutions, he works to be an integral part of each client’s journey. He specializes in retirement investment management and holistic financial planning.
Efficient, seamless assistance is Michele’s forte. Her administrative support is key to ONE’s commitment to excellent customer service. As she helps clients—from individuals to businesses—solve any problems, she represents the heart of ONE’s client service. Michele holds the Registered Paraplanner℠ designation.