Conscious Decisions Philosophy

At One Advocate Group, our goal is to help you take care of the things that matter most to you through the ability to make conscious decisions. We achieve this by effectively listening to your needs, reviewing in detail your current material assets and understanding your life circumstances and dreams.

We have surrounded ourselves with the best and brightest people in the industry so we can provide superior value to our clients. But, it’s more than that. The One Advocate Group Team uses experience, education, and heart, along with an unparalleled mastery of financial planning to create a comprehensive and custom financial plan. It becomes the play book, your play book that gets you to your dreams and beyond.

OUR MISSION

Changing lives by equipping families to make conscious decisions rather than decisions by default. 

OUR VISION

To become a company that is sustainable, that embraces change, and cultivates an intentional environment for employees and clients to make conscious choices.

The One Advocate Group Legacy

We have been serving clients for over 25 years with our Conscious Decisions philosophy.

SEE OUR HISTORY