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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 202 clients, or 67.3 clients per representative. That equates to $584.1K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full ONE Life Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN WESTFALL LAHR
Chief Compliance Officer, Founder, President
- CRD
- #4672331
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,982,819 | $200,651 |
| Non-Discretionary | $0 | -- |
| Total | $117,982,819 | $200,651 |
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Separately Managed Accounts
SMA allocation detail is available
ONE Life Financial Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.