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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerBridge timber +more
- Established Date
- 12-23-2015
- Office Locations
- 1
Office Locations
About ONE Life Financial Group, Inc.
One Life Financial Group is a fee-only RIA focused on corporate executives, managers, and business owners. The team delivers wealth management and financial planning with an emphasis on lifetime tax minimization, stock award decisions, and 401(k)/403(b) guidance, plus values-centered planning. Portfolios are primarily implemented with public funds (mutual funds/ETFs). Founded by Brian Lahr, who has spent about 20 years advising executives; uses custodians such as Schwab.
Team overview
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Owner & Executives
BRIAN WESTFALL LAHR
Chief Compliance Officer, Founder, President
- CRD
- #4672331
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOSHUA SHERMAN JENSON
Investment Advisor Representative
- CRD
- #6930220
Franklin Harrison Strobeck
Investment Advisor Representative
- CRD
- #7141180
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,982,819 | -- |
| Non-Discretionary | $0 | -- |
| Total | $117,982,819 | -- |
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Separately Managed Accounts
Total SMA Asset: $117,982,819
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,213,426,943 | 17.7% |
| Cash | $3,407,193,168 | 49.7% |
| Equity - Exchange | $2,234,899,341 | 32.6% |
| Total | $6,855,519,452 | 100.0% |