The Firm

After a 10 year career with Vanguard, where Jonathan spent a majority of his career as a Senior Financial Advisor, he decided it was time to give advice on his own. Finding inspiration from One Day Farm, his small horse farm in Ocala, FL, he founded One Day Wealth Management at the beginning of 2024. 

One Day Wealth Management's goal is to provide low cost, tax efficient, and long term advice and guidance to help clients and their families achieve their "One Day" goals.