One Degree Partners is a boutique financial advisory firm based in Mt. Kisco, New York, specializing in strategic financial planning and wealth management. With a mission to provide holistic and deeply personalized financial guidance, the firm focuses on helping individuals and families align their wealth with their values and long-term goals. One Degree Partners distinguishes itself through its values-driven approach, emphasizing trust, transparency, and a commitment to fiduciary responsibility.

The team works closely with clients to craft customized financial strategies that encompass not only investment management but also critical areas such as retirement planning, estate and tax strategies, and risk management. They place a strong emphasis on long-term relationships, taking the time to understand each client’s unique life circumstances and aspirations.

Notably, One Degree Partners serves a diverse clientele, including entrepreneurs, professionals, and multigenerational families. The firm is also committed to community involvement and financial education, frequently hosting events and resources to promote financial literacy.

Website: http://www.onedegreepartners.com/

Key Services:

– Comprehensive financial planning
– Investment advisory and portfolio management
– Retirement income and distribution planning
– Estate and legacy planning
– Tax strategy coordination
– Risk management and insurance analysis
– Education savings and college funding strategies
– Charitable giving and philanthropy planning