A good name is more desirable
than great riches.
Here at 22 One Advisors, the mission of our office is to help our clients connect what's in their heart with what's on their balance sheet. We are a boutique comprehensive financial planning firm based in Dallas, TX, and with clients all over the country.
There's a proverb that says "a good name is more desirable than great riches; to be esteemed is better than silver or gold." Our team seeks to understand the "why" behind a client's wealth. What is the purpose and meaning behind our money? Accumulating money purely for the sake of money is not good enough. Your net-worth should carry a mission statement that helps you fulfill your legacy, your calling, and your name.
We Have One of the Best Teams Around
The Financial Times has recognized David Test as one of the top defined contribution retirement plan advisors in the country four times since 2016. Many thanks to our hard working team and incredible clients. We could not have done it without you.