ONE XVI Wealth

ONE XVI Wealth

Sean founded ONE XVI Wealth in 2019, drawing on more than 15 years of client-facing experience that included navigating the 2008–09 market turmoil. The Southlake, Texas registered investment advisor structures its engagement around a proprietary U3 Financial Plan to align money with values, serving individual investors, small business owners and ministry or nonprofit clients. The firm's advisory model spans financial planning, portfolio management and investment advisory services. Its process guides clients through stages it calls Uncover, Unlock and Unleash — an effort to build a framework that connects life goals, charitable intent and market exposure. While specific asset-class allocations and named portfolio holdings are not publicly disclosed, the firm positions its offering as values-conscious stewardship rather than pure return-maximization. Sean holds the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® designations, reflecting an emphasis on faith-driven and values-aligned investing for the firm's client base. No separate institutional vehicles, co-investment programs or philanthropic foundations are publicly identified beyond the core RIA. What distinguishes the firm structurally is its founder-led, values-first planning model operating outside the aggregation logic of aggregator platforms or large bank-affiliated RIAs. The firm does not market scale, institutional asset-class complexity or pooled family-office structures, keeping its posture intentionally boutique and advice-centric.