About us

The digital age is an exciting time full of great potential, however, it has created a higher sense of anxiety and financial complexity. We filter out what’s important, simplify your finances, and guide you along the path to financial freedom.

Our Purpose

We help you get more out of life

We do this by empowering you to take control of your financial life, freeing you to do the things that matter to you most. We help maximize your return on life by leveraging technology and offering services and resources that simplify and automate your finances, helping you to win back your time and keep more of your well earned money.

We understand that everyone’s financial literacy is different, and that’s why we feel everyone deserves un-biased, jargon-free, simple, and actionable advice. As a fiduciary, we put your interests first, just like it should be.

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Our Team

Nick Reilly, CFP®

Founder & Wealth Advisor
Nick founded One Day Advice so that he could combine his experience and background as a Certified Financial Planner™ with his passion for technology and helping others achieve more out of life.
His mission revolves around enriching the lives of those he works with by empowering them to take control of their finances and freeing them to live the life they want.
Nick loves the opportunity to educate the clients he works with and has a gift for breaking down financial concepts in an easily digestible way.
Read more about Nick

Kathleen Gannon

Client Service and Operations Associate
Kathleen works to serve our clients efficiently and streamline our daily operations so that we can maximize the time we spend helping to establish their financial success. She knows that finances are personal, and utilizes her background in corporate banking and wealth management to alleviate client concerns so that they can get back to what matters most to them.
Outside of her remote work at One Day Advice, Kathleen enjoys the ability to be a stay-at-home parent to her two daughters and experience the outdoors with her husband and their golden retriever, Benny.

What we are

We are an independent Registered Investment Adviser (RIA). Which means we do not work for a financial institution, we work for you. We have the flexibility to establish our own relationships with custodians and outside experts that will best serve our clients needs. This flexibility allows us to seek out the best technology and solutions that the market has to offer.

We were founded because we felt that a majority of people weren’t getting the advice they deserved and felt there was a better way to serve them.

We are a fiduciary, which means we are legally bound to putting your interests ahead of our own. Just as it should be.

What we are not

We are not a financial institution with sales incentives and we do not take commissions. Our only incentivization is to witness your success.

We are not stuck in the 20th century! We believe in the power of technology and its ability to enhance the lives around us. We seek the optimal balance of technology with a personal touch to provide our clients with an augmented experience.

We are not “stock pickers” or “market-timers” who sell false or misleading expectations. We follow the data that produces results.

"More than anything, we love to help people. We are in this business because we believe we are able to enhance the lives of people we work with."

Nick Reilly, CFP®
Founder & Wealth Advisor

Let us be your financial guide through life

Whether you want to be educated around financial matters or if you want to empower yourself to live the life you want by hiring us as your personal CFO, we’ve got you covered.
We look forward to this journey together!
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