Creating Life Changing Opportunities for Financial Advisors, Their Families, and Their Clients
At OneSeven, we believe that financial advisors are at their best when they have the freedom to innovate, the support to excel, and the trust of their clients. Join us in redefining what it means to be an advisor. Take the next step toward independence with confidence and transition to OneSeven.
Why OneSeven?
Advisors want partners that actively help them grow. That’s our niche—and our passion. Our firm equips advisors to kickstart the business they envision, think differently about the value they bring, and lead happier, more fulfilling lives.
At OneSeven, we understand that every financial advisor’s journey is unique. That’s why we’ve built a platform that empowers you to chart your own course while still providing you with the support and resources you need to thrive.
Why Advisors and Practices
Are Choosing OneSeven
Independence With
A Safety Net
Transitioning into an independent advisor doesn’t mean going it alone. We provide you with the freedom to make decisions that best serve your clients while offering administrative, marketing, compliance, and operational support that keeps you on solid ground.
Client-Centric Approach
We share your commitment to prioritizing client interests. With OneSeven, you’ll have the autonomy to build customized, client-centric solutions, free from the conflicts often associated with traditional brokerage models.
Technology That Empowers
Access cutting-edge technology and tools that streamline your operations, enhance your client experience and position you for growth in the digital age. Some of the technologies that we offer are Black Diamond, SMArtX, Pontera, and Advisor Engine.
Competitive Payouts
Enjoy competitive compensation and fee structures that reflect the value you bring to your clients. Maximize your earning potential while delivering exceptional service.
Holistic Support
Our team is dedicated to your success. From compliance and regulatory guidance to marketing support and business development, we’re here to help you thrive.
Access to a Network of Peers
Join a community of like-minded advisors who share your dedication to independence and client-first values. Collaborate, learn, and grow together.
Transition Made Easy
Transitioning to OneSeven can seem daunting, but we’re here to simplify the process. We’ll guide you through every step, so you can focus on serving your clients from day one.
No Cross-Selling Pressures
OneSeven cultivates a cooperative environment with superior payouts and marketing support, enabling advisors to focus on positively impacting their clients’ lives rather than being weighed down by corporate pressures and tedious administrative tasks.
Marketing and Business Support
OneSeven’s marketing and business support for our advisors is establishing their company brand and presence as independent financial advisors. As part of that, we want to support them in generating new leads and warm prospects as well as handling back office tasks to support your business.
Our Culture
The work we do is shaped by who we are. Our foundation is built upon 4 core values:
Client First
We listen to our clients’ ambitions, challenges, concerns, and successes—and connect their money to what really matters.
Always Growing
Staying on top of investment trends, developing skills, and expanding knowledge is the key to success. Advisors are set up to build their dream practice and life, with the solutions, tools, and network to keep it growing.
Own Success
We foster self-development and accountability, while fine-tuning the skills necessary to unlock who you truly are. Following this clear path helps you define personal and professional fulfillment and help your clients do the same.
VONA (Value Others, No Assholes)
Instead of simply going through the motions, we can all come to work focused on how we can positively impact our company, our colleagues, clients, and community. There is no room for those who hold us back.
7 Pillars of Wellness
We founded OneSeven on the Seven Pillars of Wellness—a holistic commitment to personal and financial growth and balance in all areas of life. By establishing these pillars, we’re all able to pursue the full picture of well-being. The most rewarding part of our work is having a genuine connection to our advisors, and them to their clients.
- Family
- Career
- Community
- Physical
- Mental
- Spiritual
- Financial
“I am proud to have been a part of the OneSeven family for nearly three years as an advisor. The level of collaboration, abundance of resources, and flexible environment have not only facilitated my professional growth but also fostered a sense of belonging within this cool, supportive family. What sets OneSeven apart is not just its commitment to today but its visionary outlook for the future, aligning seamlessly with my personal mission of changing people’s lives. It’s inspiring to be part of a company that not only supports its advisors but also shares a common vision for making a positive impact in the lives of others. I look forward to many more years of contributing to this remarkable journey.”
-Juan HernandezAriano WealthCreate
“My OneSeven reason is the ability and independence to do what is right for our clients. To know that we are doing the best we can for our clients and making sure their needs and goals are understood and met is fulfilling to me. I want them to be able to enjoy life, worry less, and know that we have their back when it comes to their financial future.”
– Kasey Wopperer Stone Creek Advisors
“I chose OneSeven because they allow [my company] to operate independently in managing client relationships under their structure, they provide the forum for collaborating ideas, and they’re very open-minded toward expanding our business in a compliant manner. Additionally, we’re now able to gain traction from economies of scale.”
– Stanley Katz Client First Financial Strategies
“OneSeven has the resources and commitment to deliver wealth management services at the highest level, which is what my clients deserve. Their unique approach and understanding of the need to help people be successful across all aspects of life align with my own beliefs.”
– John Jaicks Park City Wealth Advisors
“Thanks for all of the help so far! It’s great to be part of a well-run practice. After 25 years in the Financial Services industry, I am looking for a home for me and my clients— a well-run business that can help me better care for the families that trust me with their finances. OneSeven is a place that can help me grow. I’m very impressed about how easy the transition process has been so far.”
– Tami Aloisa Life Transitions Planning
“The most enjoyable aspect of working with clients is educating individuals and families about concepts and strategies to help them achieve their dreams and goals.”
– Bob HarbersonOneSeven