One Degree Advisors

KV 4 months ago

I’ve been working with OneDegree for over 6 years, starting when I was early in my career and changing jobs. They consistently provide expert guidance to help achieve your financial goals, and take the time to distill down the complex world of financial planning to help you make informed decisions. Instead of pushing an agenda, they listen to your priorities and help create realistic plans that align with what you are looking for. I cannot say enough good things about my experience with them!

MaryAnn Wright 4 months ago

One Degree In 2013 I was referred by a lawyer friend after my husband passed and I needed a sound financial service that would take care of my financial needs as a widow. Most important for me was that the people I trusted be Christian. And I was told they were sensitive to senior widows. I have had my investments with One Degree since 2013 and I am grateful to have been with them, even after I moved out of state. For many years I worked with Anthony and now I work with Philip, and it has been my pleasure to see their families grow year after year. We meet several times a year for a review and discussion for the new year with our same advisor and my family who advise me. I am very confident to recommend One Degree for their fine quality, their personable, considerate and supportive way. Their sensitivity with their educated and ethical approaches are worth noting.

Lisa Takata 4 months ago

Anthony and the entire OneDegree team are a joy to work with and they are so smart on how they invest our money and keep us as shielded as possible for the ups and downs of the market. My husband and I don’t have the time or knowledge to navigate our retirement path so we are happy they are on our side. OneDegree account manager Anthony is very transparent and communicative on his plans and has been doing an amazing job growing our funds thus far. They help with tax planning and health insurance Medicare and anything else-One stop shop! Great!

Deedi Barker 5 months ago

I have worked with Anthony at One Degree since my divorce in 2012. He has been a great support person for me: great financial advice, truly concerned with my "investment personality" (moderate risk), and he takes the time to listen to my concerns and answers my questions thoroughly. I continue to trust One Degree with my financial investments and meet with Anthony via Zoom from Atlanta (my home since 2015) every year. And if I have concerns in between our meetings, I can call or email for immediate needs. I highly recommend One Degree Advisors!

Paul T 6 months ago

My wife and I switched to One Degree Advisors a little over a year and a half ago, and the experience has been night and day compared to our previous 'traditional' advisor. The firm we previously worked with was almost exclusively fixated on rigid accumulation of assets, which felt very one-dimensional. What sets One Degree apart is their holistic approach. They don't just look at the portfolio; they look at the entire picture of our lives and our long-term goals. It’s incredibly refreshing to have a team (and specifically our amazing advisor Matt!) who prioritizes comprehensive planning over just hitting a target number. If you’re looking for a financial planning partner who cares about your total financial health and not just your account balance, I can’t recommend One Degree highly enough!