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ONEADVOCATE FINANCIAL LLC
OneAdvocate Financial is an Indiana-registered investment advisor that restructures employer benefits budgets—especially health insurance—to free capital and...
Overview
OneAdvocate Financial is an Indiana-registered investment advisor that restructures employer benefits budgets—especially health insurance—to free capital and redeploy savings into retirement, protection, and financial wellness. Its proprietary SHAPE system integrates health, assets, protection, and engagement, and is available only through the firm. The firm unites retirement, health insurance, and payroll under one roof and serves employers nationwide from Indianapolis.
General information
Firm type
Financial Advisor
Year founded
1986
Location
Region
North America
Country
United States
City
Indianapolis
Principals
JC Steger — Founder / CEO
James Curtis — Head of Marketing & Development
Cecily Stilley — Senior Planner
Bradley Steger — Senior Planner
Julianne Condia — Associate Planner
Mark Hutson — Associate Planner
Josiah Gulbro — Associate Planner
Holly Huston — Associate Planner
Meet Hayer — Associate Planner
Edward Okugo — Associate Planner
Nathan Jones — Relationship Manager
Cindy Miceli — Payroll Manager
Andy Aziz — Payroll Manager
Amiee McGrath — Client Relationship Manager
Sector focus
Frequently asked questions
What investment strategy does ONEADVOCATE FINANCIAL LLC employ?
The firm's investment approach is not publicly documented. No information on asset-class allocation, direct investments, or fund commitments is available.
How can I contact ONEADVOCATE FINANCIAL LLC?
Contact information is not publicly listed. The firm does not maintain a discoverable website or social media presence for direct outreach.
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