Personalized financial advice designed to help you make confident decisions today for the future you want tomorrow.

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 14 states and Washington, D.C.

Client Locations

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

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.