One Degree Advisors

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Marlyn Wrightvia Google

2 months ago

This review is long overdue. Earlier this year One Degree helped me once again make a wise financial transaction that saved me both money and time by doing a 60-day rollover from my IRA fund. I primarily work with Philip Reuer who is extremely knowledgeable, caring and always finds answers for me in a timely manner. My journey began back in the early 90’s with Roy Johnson and Audrey Coleman who advised my husband and I to set a goal to put aside the maximum allowed in our company 104Ks. We followed their advice and today enjoy a financially secure retirement. When the company merged as One Degree the services and personal touch just continued to excel. Thank you also for making it possible to” make an impact with my wealth”.

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Dave Thompsonvia Google

2 months ago

I wholeheartedly recommend Alex Okugawa and the entire team at One Degree Advisors to anyone seeking truly competent and personalized financial planning. Our recent year-end meeting confirmed yet again why I am so glad they manage our financial future. ​ The One Degree team consistently performs well with our investments, demonstrating expert management and strategic guidance. Beyond the excellent portfolio performance, what truly sets Alex apart is his commitment to client education and understanding. He always takes the time needed to thoroughly review our plan, ensuring we not only see the numbers but fully comprehend the 'why' and 'how' behind our progress. ​Alex's knowledge base extends far beyond standard financial advising, particularly concerning complex tax strategy. He possesses a deep and practical understanding of the tax code, tax policy, and the critical tax impact of potential financial initiatives—knowledge that most advisors simply lack. ​ This expertise was demonstrated powerfully in our latest meeting. As a retired tax partner, I maintain my own projections, and Alex was meticulous in reconciling his tax impact analysis with my own spreadsheet. By taking this extraordinary step, Alex uncovered an issue that saved us thousands of dollars in taxes for the year and more going forward had it not been uncovered. This level of collaborative, detail-oriented work is invaluable. ​Alex and the One Degree Advisors team are clearly experts in their field, but they also lead with genuine care. They take a personal interest in their clients' lives, ensuring that their financial advice aligns perfectly with individual goals and values. ​If you are currently looking for a financial advisor, I highly recommend One Degree Advisors. And if you believe you aren't looking, I encourage you to ask yourself why not—you may be missing out on the kind of competent, personal, and highly strategic advice that can save you a fortune.

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Jennifer Nogle Thompsonvia Google

3 months ago

One Degree was everything we were looking for to restructure of our financials under one roof. We were spread between 3 brokers and knew it was time to consolidate. With the help of NCF (National Christian Foundation) who directed us to One Degree and we couldn't be happier. They handled all the transactions of moving all the accounts, restructuring our finance which are now more profitable and saving us thousands in taxes all because of their God given brain power and heart for righteous giving!! Not only are they handling our finance, they helped shape our Northstar vision statement which clearly describes our values and goals now and the hopes of passing those Kingdom values to the next generations. (We now have 2 great grand daughters!!) It's composed, framed and hangs with purpose in our home for all to see. From One Degree they then sent us to attorney Stacey DenHerder of DenHerder Grier & Associates to completely over haul our trust. Let's just say after 33 yrs. of practice she leaves no stone unturned. We have a few items to complete, but every detail down to our memorial is laid out. The freedom and relief we are now experiencing is one of complete joy and confidence in both One Degree and DenHerder Grier & Assoc. If you have a kingdom heart, these are your people.

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Jennifer McCollumvia Google

4 months ago

I've been with One Degree Advisors for almost 25 years, and I can’t imagine trusting any company more with my financial planning. Alex and Janice are true professionals, not only in their deep knowledge of financial details but also in their genuine care for their clients. They go beyond numbers, remembering personal family details and offering encouragement for everyday life. Their personalized approach makes all the difference. Highly recommend!

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DJ Mvia Google

5 months ago

I am extremely pleased with my experience with One Degree Financial Advisors. Philip, Anthony, and Evan have taken the time to understand not only my financial goals but also my family and lifestyle, which makes their guidance both relevant and forward-looking. I have total confidence in their team—their communication is clear, their strategies are well thought out, and I always feel welcome to reach out directly with any questions. I trust them completely and highly recommend One Degree Financial Advisors.