This month Amy sat down with Aaron Connell, the founder of One Brick Planning and draws on his multifaceted experience to help clients solve their financial challenges.
They offer financial foundation services, wealth management, investment management, and more!
One Brick uses technology to keep overhead costs low and pass those savings to their clients. Most people don’t need a high priced adviser and a team of individuals to manage our money. A digital solution is the future for the industry. It also breaks local boundaries, allowing clients to work with them from all over the country!
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