Personalized financial advice designed to help you make confident decisions today for the future you want tomorrow.
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The Firm
The Firm
At One Day Wealth Management, we believe effective financial planning should be straightforward, personal, and aligned with your real-life goals. As a single-advisor firm, we provide clients with consistent guidance, direct communication, and thoughtful strategies tailored to their unique circumstances.
Our practice is built on long-term relationships, a strict fiduciary standard, and practical planning solutions that adapt as your life and priorities evolve.
One Day Wealth Management operates fully remotely, allowing us to keep overhead low and pass those savings on to clients through competitive, transparent assets-under-management fees.
As an independent registered investment advisor (RIA), we use a best-in-class technology approach - selecting specialized tools for each area of planning, from tax strategy and cash flow analysis to investment management - rather than relying on a single, generic platform.
We serve clients nationwide and currently work with individuals and families across 17 states and Washington, D.C.
To maintain an exceptional standard of service and depth of relationship for our existing clients, One Day Wealth Management operates exclusively on a client-referral basis. New engagements are accepted strictly by personal introduction from our current clients.
Services
Services
Partnering with One Day Wealth Management provides you with a dedicated advisor to build and evolve a comprehensive financial roadmap tailored to your life, featuring:
- Portfolio Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Budgeting and Cash Flow Analysis
- Tax Preparation (optional add-on)
Your Advisor
Your Advisor
Jonathan Davis CFP®, CFA, CTFA, ChFC®, TPCP®, EA
Jonathan Davis CFP®, CFA, CTFA, ChFC®, TPCP®, EA
Jonathan lives in Ocala, Florida with his wife, Julia, along with their horses, cats, and dog. Driven by a lifelong passion for finance, he earned a Bachelor’s degree in Financial Management, with a minor in Accounting, from Clemson University.
After graduating, Jonathan spent ten years at Vanguard, where he advanced from Customer Relations Representative to Senior Financial Advisor. During this time, he developed deep expertise in comprehensive financial planning and client-focused advisory services.
Jonathan holds multiple advanced professional credentials, including CFP®, CFA®, CTFA, ChFC®, TPCP®, and Enrolled Agent designations, reflecting his commitment to the highest standards of knowledge and professionalism in the financial services industry.
In 2024, Jonathan founded One Day Wealth Management. This venture allows him to channel his enthusiasm for financial strategy into a personal vision: working directly with clients to deliver personalized, independent guidance that truly makes a difference in their lives.
Were You Referred by a Current Client?
Were You Referred by a Current Client?
We grow exclusively through personal introductions from our client families. If a current client introduced you to One Day Wealth Management, please let us know who referred you so we can connect.
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