OnePoint Capital Management
Cutting Edge Technology With Independent Advisers
At OnePoint Capital Management, we help you see your entire financial life in one clear view—so you can make smarter decisions with confidence.
By combining powerful technology with independent advice, we bring all of your accounts—investments, retirement plans, banking, and liabilities—into a single, secure dashboard. No more scattered statements. No more guesswork. Just a complete, real-time picture of where you stand.
But clarity is only the beginning. Our advisers work alongside you to interpret what you’re seeing, identify opportunities, and guide you through life’s changes and market cycles with a steady, objective approach.
The result is a financial partnership built on transparency, independence, and alignment—so you can spend less time worrying about your money and more time living your life, confident your plan is on track.
Our Approach
We combine powerful technology with experienced advice to give you a clearer, more complete way to manage your finances. Our platform brings together all of your accounts—investments, retirement plans, banking, and liabilities—into one secure, easy-to-understand dashboard. It continuously organizes and analyzes your data, so you always know where you stand and how your strategy is performing.
But technology alone isn’t enough. Your adviser helps you make sense of the numbers—guiding decisions around risk, taxes, and long-term goals. They’re there to answer questions, adjust your plan as life evolves, and keep you accountable along the way.
Bringing you the best of both worlds: The technology delivers clarity, accuracy, and real-time insights; our adviser provides judgment, strategy, and personal guidance. The result is a smarter, more disciplined approach to managing your wealth—built around you, not a product or platform.
1. Sign Up & Connect Accounts
Create your secure profile and link your financial accounts to get a complete view of your finances in one place.
Easily connect your bank accounts, investment portfolios, retirement plans, credit cards, mortgages, and other liabilities—without juggling multiple logins or statements. Everything is organized into a single, intuitive dashboard so you can clearly see where you stand.
Once connected, our platform begins analyzing your data—laying the foundation for goal setting, cash flow planning, and a strategy tailored to you.
2. Define Goals & Risk Preferences
Through a guided process, you’ll define what matters most—whether that’s buying a home, a car, planning for retirement, or protecting your family through life insurance.
At the same time, we assess your time horizon and risk preferences so your strategy reflects not just your goals, but how you want to get there.
Each goal is then organized and prioritized within a broader financial plan, giving you a clear path forward and a better understanding of the trade-offs along the way.
3. Manage Cash Flow & Expenses
Every transaction you make tells a story about you. Our platform gives you a clear, real-time view of your spending and saving habits, from daily expenses to recurring charges and overall cash flow. No guesswork, no spreadsheets—just simple, organized insights.
With a better understanding of where your money goes, you can take better control of your financial life; increase your savings, cut back where it matters, and make more intentional financial decisions every month.
4. Set Up & Manage Investments
Every strong financial plan begins with a clear understanding of where you stand today. Our platform aggregates all your financial information into one centralized dashboard, linking data from bank accounts, investment portfolios, retirement plans, mortgages, and other liabilities.
From this integrated data, the platform calculates your net worth, giving you a clear measure of your financial position at any given moment. More importantly, it reveals how your assets and liabilities interact—showing not just what you own, but how effectively your financial resources are working together.
Magpie AI
Meet Magpie, our AI-powered financial platform available directly within your OnePoint client dashboard. Magpie delivers instant, data-driven insights based on your actual accounts, goals, and holdings—not generic financial assumptions.
Unlike consumer AI tools that rely on broad financial knowledge, Magpie is trained by finance professionals and operates with direct awareness of your OnePoint portfolio. That means the answers you receive are relevant, contextual, and specific to your financial life.
Examples of questions clients ask Magpie include:
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“What’s my current net worth breakdown?”
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“How is my retirement goal progressing?”
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“What’s my exposure to international markets?
Informational and educational by design—it does not provide investment advice or make recommendations. Instead, it helps you stay informed, organized, and prepared for deeper conversations.
Simply open Magpie from within your OnePoint dashboard or mobile app, ask a question, and receive a response tailored to your financial picture. It’s as intuitive as messaging—powered by institutional-grade financial intelligence
Speak With Licensed Advisors
OnePoint's financial technology gives you a complete view of your financial life and our financial advisers ensure that insight is applied thoughtfully, responsibly, and in alignment with your goals.
Working as fiduciaries, OnePoint advisers are legally and ethically obligated to act in your best interest at all times. Their role is not to sell products or pitch stocks, but to guide you—making sure nothing is overlooked as your life, finances, and markets evolve.
OnePoint advisers are FINRA-licensed professionals, equipped to help you navigate the broad landscape of financial products and strategies—from retirement plans and taxable accounts to insurance and debt considerations
Transparent Flat-Fee Pricing
At OnePoint, we believe the way an adviser is paid matters. That’s why we operate on a transparent flat-fee pricing model—so you always know what you’re paying and why.
Our fee is not tied to commissions, product sales, or transaction volume. Instead, it is designed to support long-term planning and thoughtful decision-making, keeping our incentives aligned with your best interests.
OnePoint Capital Management, LLC (“OnePoint” or “the Firm”) is a State of Florida registered investment adviser. Registration with the State should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
By using this website, you accept and agree to OnePoint’s Terms of Service and Privacy Policy.
OnePoint has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of OnePoint or any of its financial advisers.
Investment management and advisory services are provided by One Point Capital Management to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.
Unless otherwise noted, any statement regarding an individual’s experience with OnePoint Capital Management contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of OnePoint’s clients or their experiences. Such statements do not guarantee future performance or success.