At One Financial Services (OFS), our story is one of steady growth, client dedication, and a commitment to excellence. As we celebrate our 20th anniversary with LPL Financial in 2025, we’re proud to reflect on the milestones that have shaped our firm.
Founded in 2005 by Mary Nothelfer and Jack Morrone, OFS began with a vision to create a centralized, client-focused financial planning experience. Over the years, we’ve grown in both size and impact:
- 2008–2013: Strategic acquisitions and key hires helped expand our client base and services. In 2013, we rebranded to One Financial Services to reflect our unified mission.
- 2016–2020: Leadership transitions and team growth ensured continuity and resilience, even through the challenges of the COVID-19 pandemic, during which we conducted over 400 virtual client meetings.
- 2021–2025: Our team continued to grow with the addition of experienced advisors and support staff. Notably, Rob was named an Advisor to Watch by AdvisorHub in 2024, and OFS reached $605M in assets under management by 2025.
Throughout our journey, we’ve remained committed to delivering personalized, forward-thinking financial guidance. As we look ahead, we’re excited to continue building on this legacy — together with our clients.