Family Wealth Report – Another Independent Firm Crops Up On The West Coast

One Wealth mapEliane Chavagnon, Editor – Family Wealth Report, September 11, 2015

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Austin Philbin, who leads Dynasty’s West Coast office from San Francisco, said Dynasty is seeing significant growth in the independent space in that region. 

David Steele and Jonathan Steele have created One Wealth Advisors, an independent financial advisory firm in San Francisco, CA, through Dynasty Financial Partners.

David and Jonathan Steele previously ran a financial planning practice at JP Morgan Securities. Joining them at One Wealth Advisors are Alexander Schmitz, director of financial planning; Kevin Cohen, director of operations; and Samuel Stephens, senior client service associate – all from JP Morgan too.

In addition to being CEO of One Wealth Advisors, David Steele is an entrepreneur in numerous businesses in lifestyle, health and wellness, and arts and entertainment in San Francisco.

One Wealth Advisors works with high net worth clients including corporate executives, retirees, small business owners and foundations.