Financial Freedom Is Calling. It’s Time To Pick Up.
On-going financial planning, tax advising, and investment management.
Why One Brick Planning?
OUR METHODOLOGY
Thoughtful Investing
We take an evidence-based approach to portfolio construction. Academic research guides the way.
Eliminating Conflicts Of Interest Whenever Possible
One Brick is committed to transparency and giving the best advice in the industry.
The Belief In Ongoing Planning
Planning for your wealth should not be a mere transaction but a life-long process. We treat your financial aspirations as if they were our own. As a result, we are always looking for unique ways to add client value. Outside the box thinking is ingrained in our business DNA.
Unlimited Access
Since we don’t believe in transactional business or relationships we are accessible. Contact us by phone, email, or in-person.
YOUR ADVISOR
Aaron Connell
Principal I Senior Wealth Advisor
Aaron is the Founder of One Brick Wealth and draws on his multifaceted experience to help clients solve their financial challenges.
Prior to founding One Brick, Aaron worked at Fidelity Investments and at Harris Associates as part of their equity research staff. Aaron also acquired experience in the Retirement Plan space as an auditor for the DOL.
Aaron is passionate about uncovering each client’s unique set of financial opportunities.
Getting Started
