OneSeven

OneSeven OneSeven focuses on removing advisors pain points & allow you to spend more time doing what you love. One Seven is a different kind of financial firm.

In the world of wealth management, where unique experiences are few and far between, our group came together to leave a meaningful mark. Our independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. Through each and every relationship, we strive to better understand what drives you – your interests, lon

g-term goals, and aspirations for the future, and then we become sounding boards for your ambitions, challenges, concerns and successes, so that we may connect your money to what really matters. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

Happy Labor Day! Today, we celebrate the hard work, dedication, and contributions of workers everywhere. Here's to the s...
09/07/2026

Happy Labor Day! Today, we celebrate the hard work, dedication, and contributions of workers everywhere. Here's to the spirit of perseverance and the drive that keeps us moving forward.

You built something real.Clients who call you first, before the accountant, before the attorney, sometimes before family...
09/05/2026

You built something real.

Clients who call you first, before the accountant, before the attorney, sometimes before family. A team whose mortgages depend on decisions you make. A business that took decades and didn't come with a manual.

And for most advisors, the plan for what happens to all of it lives in exactly one place: your head.

Take 15 seconds to watch what a real plan protects. Your clients, your team, and your family's confidence in what comes next.

You've spent a career making sure your clients' futures don't depend on luck. The practice deserves the same.
Book your 20-minute call: https://onesevenadvisor.com/20-minute-ask-me-anything-call/

The fastest-growing financial advisors don’t try to become the right choice for everyone. They become the obvious choice...
09/03/2026

The fastest-growing financial advisors don’t try to become the right choice for everyone. They become the obvious choice for someone.

In a crowded marketplace, broad messages such as “We help individuals and families achieve their financial goals” are no longer enough to stand out. Prospects want an advisor who understands their specific challenges, goals, and opportunities.

Choosing a niche doesn’t mean turning away other clients. It means focusing your marketing so the right clients immediately recognize your value.

Read “Why Niche Advisors Grow Faster Than Generalists” to learn how specialization can sharpen your message, strengthen trust, and accelerate organic growth: https://bit.ly/4fUCPDr

09/03/2026

The most expensive succession decision is the one you keep not making.

Advisors delay because waiting feels like keeping your options open. Watch this video and you'll see why the opposite is true.

Every year without a structure in place is a year where a health event, a market shift, or a partner's timeline decides for you. Each one quietly closes a door you assumed would still be there.

Flexibility isn't something you find when you need it. It's something you build before you do.

Planning early doesn't commit you to anything. It gives you something to commit to.
See how advisors are building those structures now: https://onesevenadvisor.com/succession-planning/

"Can I take value off the table without giving up control of my practice?"It's one of the most common questions we hear,...
09/01/2026

"Can I take value off the table without giving up control of my practice?"

It's one of the most common questions we hear, and one of the least often asked out loud. Ask about valuation and you worry you'll get sold to. Ask about succession and you worry it looks like you're checking out. So, the question stays in your head, and another year goes by.

At OneSeven, we've built a room where advisors can ask it. You've invested time, expertise, and a couple of decades of your life into this practice. Understanding what it's worth, and what your options are, shouldn't require raising your hand at a conference.

No pitch. Just the honest math, starting here: https://onesevenadvisor.com/download-our-free-reports/the-20x-multiple-reality

08/30/2026

Here's the question advisors ask most often, usually right before deciding not to ask anything at all:
If I find out what my practice is worth, am I opening the door to a sales process?

No. And the assumption that it does is exactly why so few advisors know their number.
The video below takes 15 seconds to explain what the conversation actually is. What drives your value, what options exist in today's market, and why nothing you share leaves the room.

Knowing your number doesn't obligate you to do anything with it. Not knowing it costs you every time you make a decision without it.
Book the 20-minute call: https://onesevenadvisor.com/20-minute-ask-me-anything-call/

You didn't build your practice in a straight line.You built it through the market drops you talked clients through, the ...
08/28/2026

You didn't build your practice in a straight line.

You built it through the market drops you talked clients through, the referrals that took nine years to arrive, and the Sundays nobody billed for. So when the topic of monetizing comes up, it rarely feels like a financial question. It feels personal.

Here's what we've noticed: most advisors don't avoid the conversation because they've decided against it. They avoid it because they only know two options (keep everything, or sell everything) and neither one sounds like what they actually want.

There's more room in the middle than the industry lets on. Value, liquidity, and continuity aren't a single lever you pull once.

Start with the math, not the meeting. Our report The 20x Multiple Reality breaks down what actually drives an RIA's valuation and why the range is so wide: https://onesevenadvisor.com/download-our-free-reports/the-20x-multiple-reality

Recognition that reflects our commitment.We're honored to be named a USA TODAY Best Financial Advisory Firm: a recogniti...
08/28/2026

Recognition that reflects our commitment.

We're honored to be named a USA TODAY Best Financial Advisory Firm: a recognition that speaks to the trust our advisors place in OneSeven and the work we do every day to help them grow, plan, and build what comes next.

This isn't about a plaque on the wall. It's validation that our approach (full ownership, full support, full transparency) is working. For advisors who've spent years building practices they believe in, we're here to help you take the next step on your terms.

Read more at https://onesevenadvisor.com/company-overview/

What if your advisory firm could serve more clients, improve its marketing, and increase its capacity—without increasing...
08/27/2026

What if your advisory firm could serve more clients, improve its marketing, and increase its capacity—without increasing payroll?

Artificial intelligence is changing the growth equation for financial advisors. It isn’t replacing the human relationships at the center of great advice. It’s reducing the repetitive work that takes advisors away from them.

In his latest blog, Adam Blumenthal explores how AI can help advisors:
-Create and repurpose content more efficiently
-Streamline meeting preparation
-Capture notes and action items
-Draft clearer client communications
-Automate routine touchpoints
-Strengthen documentation and compliance workflows
-Compete with larger firms without adding headcount

The competitive advantage isn’t AI alone—it’s the time AI gives back to advisors.

Read “How AI Is Helping Financial Advisors Grow Without Adding Headcount” to learn how human expertise and intelligent technology can work together to create a more scalable advisory business: https://bit.ly/3RIwOBG

08/26/2026

Ask an advisor what their practice is worth and you'll almost always hear the same number: about 3x EBITDA.

Where did that come from? A conference hallway. A peer. Something someone said a decade ago and repeated until it sounded like a market rate.

It isn't one. Valuation ranges are wide because they're driven by things a single multiple can't capture: your growth rate, how much of your revenue recurs, the age mix of your client base, whether a succession plan exists on paper, and the platform sitting behind you.

Two practices with identical EBITDA can land in very different places on that range.
Find out where you where stand: https://pricemypractice.com/

Address

Cleveland, OH

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12168651700

Website

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