Jeremy Dicker

Jeremy Dicker

Jeremy Dicker is  Founder and CEO of One Wealth, where his approach is rooted in putting people first. He says, “The most important thing we can do to make a difference in people’s lives, is to treat them well”. That simple yet powerful credo has guided his financial services career. “It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish,” he explains. Jeremy’s vision has always been to help clients by implementing comprehensive personalized financial planning and asset management strategies, within an ultra-high-touch environment, where every client is made to feel as important as they really are. One Wealth reflects his vision of providing comprehensive services in a supportive, client-focused environment. Unafraid to push boundaries, Jeremy sets the bar high for himself and his team: “Our goal is to do a better job serving the client than anybody else,” he says.  He continues to lead One Wealth with a focus on building meaningful relationships and delivering tailored solutions to meet the needs of every client.

Jeremy openly shares that he experienced hardship at an early age, but it was precisely those experiences that shaped his drive and motivation. He started in the financial services and insurance industry one day before his eighteenth birthday.

Jeremy considers himself fortunate to be of able body & mind, and in a position today to have an impact on people through his work. He has a deep-seated desire to make sure that One Wealth takes the very best care of its clients.

Jeremy’s passion for helping others also extends beyond his professional business. He wholeheartedly supports initiates that improve communities.  Jeremy is particularly interested in helping the disadvantaged get a fresh start, making sure children are not mistreated, and advancing financial literacy.

He resides in Phoenix, Arizona with his wife Brandi and their two children.  Jeremy enjoys traveling and visiting his clients. The firm proudly serves clients around the country with offices in Scottsdale, Los Angeles, Paso Robles, Chicago, and Lake Forest, IL.

Jeremy Dicker is a member of Finseca.

Check the background of this investment professional on adviserinfo.sec.gov.

Finseca is an organization meant to advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve. Jeremy Dicker is a Member of Finseca and pays an annual membership fee to be part of the association since December 2021.

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