OneSeven

Helping You Build the Practice You've Always Wanted

Company Overview

Welcome to OneSeven.

OneSeven has built a network across the country of independently standing operations committed to collaboration with one another in order to best help our clients. These operations are tightly knit and enjoy many team building experiences, such as OneSeven Wednesdays. We are one network of people that help each other succeed.

Each one of our financial advisors is handpicked for his or her unique expertise. We believe in quality over quantity, and take a personal interest in each one of our client’s goals and aspirations for the future. We judge our success by how much value we can bring to your life, in as many different areas as possible. No matter where you’re looking to go, we have someone here
who can help you get there.

We listen to our clients’ ambitions, challenges, concerns, and successes—and connect their money to what really matters.

Staying on top of investment trends, developing skills, and expanding knowledge is the key to success. Our advisors are set up to build their dream practice and life, with the solutions, tools, and network to keep it growing.

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.

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.

Our Culture

The work we do is shaped by who we are. Our culture encourages deeper client-advisor relationships that ultimately make all the difference. Our foundation is built upon four core values:

  • Client First
  • Always Growing
  • Own Success
  • VONA (Value Others, No Assholes)

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. Our 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.

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

OneSeven was founded on the Seven Pillars of Wellness — finding balance in all areas of life.

We’re motivated by the full picture of well being. The most rewarding part of our work is having a genuine connection to our clients — guiding them through all facets of life, like purchasing a new home, caring for parents, sending kids to college, career changes, and retirement.

In the world of financial planning, the markets are always changing. But the relationships forged through that journey last a lifetime.

  • Family
  • Community
  • Physical
  • Spiritual
  • Finances
  • Career
  • Mental