One Wealth Advisors is a San Francisco-based fiduciary wealth management firm dedicated to helping clients lead happier, more peaceful lives through personalized financial planning and investment management. With over $1 billion in assets under management and a client base of approximately 450, the firm emphasizes deep, long-term relationships and holistic financial strategies tailored to individual goals and life stages.

As fiduciaries, they are legally obligated to prioritize their clients’ interests above all else. The leadership team includes Founder and CEO David Steele and Chief Investment Officer Jonathan Steele, CFA®, who bring decades of experience in finance and entrepreneurship. Their services encompass comprehensive financial planning, investment management, and consulting, aiming to simplify complex financial matters so clients can focus on living the lives they deserve.