One Wealth Advisors

At One Wealth Advisors, we believe that wealth management is not just about growing your assets, but about helping you live a happier, more peaceful life. We pride ourselves on building deep relationships with our clients, taking the time to understand their unique financial stories and goals. As a fiduciary, we are bound by law to put our clients' interests above our own, and we take this responsibility very seriously.

Our Services

We offer a comprehensive range of financial services, tailored to meet the specific needs of each of our clients. Whether you're just starting to plan for your financial future or you're nearing retirement, we're here to help you achieve your goals. Our team of experienced financial planners and advisors work closely with you to:

• Develop a personalized financial plan that aligns with your values and goals
• Create a customized investment strategy that meets your risk tolerance and return objectives
• Manage your investments to help you achieve your financial goals
• Provide ongoing support and guidance to ensure you stay on track

Our Team

At One Wealth Advisors, we're passionate about building a team that reflects the diversity of our clients. We believe that everyone deserves access to high-quality financial advice, regardless of their background or financial situation. Our team of advisors is dedicated to providing exceptional service, and we're committed to helping you achieve your financial goals.

Meet Our Team

Our team includes experienced professionals with a deep understanding of finance and a passion for helping others. We've featured some of our team members below, each bringing their unique expertise and experience to our clients.

Karime Azar, CFP

Karime is a financial planning and analysis expert, with extensive experience in complex financial analysis and data analytics. She's known for her exceptional client service and hyper-responsive approach.

Elizabeth Brotz, CFP

Liz has a passion for learning and is dedicated to providing exceptional financial planning and investment solutions to our clients. With a Juris Doctor from the University of San Francisco and a Bachelor of Science in pre-medicine from the University of Notre Dame, she brings a unique perspective to our team.

Kevin Cohen

As our Director of Operations, Kevin oversees all aspects of our day-to-day operations. With over 25 years of experience in the financial services industry, he's dedicated to ensuring that our clients receive the highest level of service and support.

Megan Grant

Megan is our Client Service and Talent Manager, providing administrative support to our team and ensuring that every client interaction is exceptional. With a warm and welcoming demeanor, she's always happy to help.

Eleanor Hall

Eleanor joins us from a background in hospitality, where she honed her skills in providing exceptional client service. As our Client Service Associate, she's dedicated to making every client feel welcome and supported.

Frank Mannino, CFP

Frank brings years of experience in financial services and a background in Mathematics and Educational Leadership to our team. As our Director of Financial Planning and Investments, he works closely with our clients to develop personalized financial plans.

David Neeve, CFP

David has over 25 years of experience in wealth management, financial planning, and banking. As our Managing Partner, he's dedicated to providing exceptional service and ensuring that every client feels supported and guided.

Alexander Schmitz, CFP

As our Managing Partner, Alex focuses on relationship management and holistic financial planning. With over a decade of experience, he's passionate about translating complex financial issues into easy-to-understand solutions.

David Steele

As our Founder and Managing Partner, David has a vision for building a firm that puts clients' interests above everything else. With nearly 30 years in finance and entrepreneurship, he's dedicated to helping people lead happier, more peaceful lives.

Jonathan Steele, CFA

As our Chief Investment Officer, Jonathan leads our investment research and portfolio management initiatives. With a passion for investing and a deep understanding of the financial markets, he's dedicated to helping our clients achieve their financial goals.

Our Promise

At One Wealth Advisors, we're committed to providing exceptional service, tailored to the unique needs of each of our clients. We believe that everyone deserves access to high-quality financial advice, and we're dedicated to helping you achieve your financial goals. Whether you're just starting to plan for your financial future or you're nearing retirement, we're here to support you every step of the way.