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. 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.
| Website | http://www.22oneadvisors.com |
| Employees | 7 (7 on RocketReach) |
| Founded | 2018 |
| Address | 5420 Lyndon B Johnson Fwy Ste 1300, Dallas, Texas 75240, US |
| Phone | +1 972-731-4011 |
| Technologies |
JavaScript
,
HTML
,
Font Awesome
+10 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Financial Planning, Portfolio Management, Financial Consulting, Holistic Financial Planning, Wealth Management, Financial Advisor, Retirement Solutions, Financial Security, Investment Advisory, Investment Strategies, Estate Preservation, Retirement Planning, Long Term Investing, Tax Optimization, Estate Planning, Risk Management, Investment Consulting, Tax Planning, Wealth Preservation, Personalized Financial Plans |
| Competitors | McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Deloitte, Accenture, PwC, EY, KPMG, Oliver Wyman, Roland Berger +42 more (view full list) |
Looking for a particular 22 One Advisors employee's phone or email?
Loren Hsiao is the Co-Founder of 22 One Advisors.
7 people are employed at 22 One Advisors.
22 One Advisors is based in Dallas, Texas.