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.
Our team is one of the best
Forbes has recognized Loren Hsiao and Kyle Wick as two of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023.
Forbes Top Financial Security Professionals list (October 2021), results based upon 2020 data. Research and ranking provided by Shook Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party ratings, but may pay marketing fees to these organizations to promote the rating. Rankings and recognitions are no guarantee of future investment success.