With over 4 decades of experience in the financial services industry, we have come to the realization that there is a big disconnect between the needs of the small business owner and the services offered by big banks and investment companies.
OneWealth is a group of 5 companies created to close that gap and help small business owners stay focused on their most important goal: GROWING THEIR BUSINESS!
A business consulting service to help companies organize, comply, and find the capital that they need.
OneWealth Accounting and Tax, LLC
An online bookkeeping and tax planning company to help you simplify your finances and minimize your taxes.
OneWealth Investment Management, LLC
A registered Investment Advisor and financial planner to help you plan and manage your investments for your future.
OneWealth Property Management, LLC
A residential and HOA property management company to manage your real estate revenue stream.
OneWealth Risk Management, LLC
A full-service property and business insurance broker to protect what you have worked so hard to achieve.
A registered investment advisor firm located in Atlanta, GA. We specialize in helping clients and their families thoughtfully plan and invest for their long-term financial goals.
We are dedicated to becoming your financial fiduciary, meaning that we have a legal duty to provide investment advice that is always in the "best interest" for our clients.
A cloud-based accounting and tax preparation company serving overworked small business owners in the Greater Atlanta area.
We do your Bookkeeping and Tax preparation, Payroll, Expenses, and Bill Payments all online. We will organize everything for you. Everything is synced to your accounting books. Taxes are calculated accurately.
A full-service property management company managing all types of residential rental properties, from single-family homes to entire homeowner associations.
We do what it takes to make sure your property is well managed; from marketing your property to prospective renters to making sure your property is well maintained until when you want to sell.
Our goal is to manage your property for you so that you can enjoy more free time.
By protecting your assets, you are protecting your family and its future.
By understanding our client’s overall financial situation, we can customize your protection to their specific needs.
OneWealth Risk Management, LLC is an Atlanta-based, independent personal and commercial lines insurance broker. We can search through many carriers to find the best solution for each situation.
Investment Advisory Services are offered through OneWealth Investment Management, LLC, a registered investment adviser.