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StoryOne

EST. AUM
$259,411,503

CONTACTS
2

CLIENT ACCOUNTS
729

Firm Details

Metro area Kansas City
CRD Number 331394
Website story-one.com
Client types

Overview

StoryOne is a boutique multi-family office that offers highly personalized financial planning, investment management, estate planning, and risk management services. They focus on understanding the unique financial stories of their clients through their proprietary StoryLens™ process, which allows them to provide tailored solutions that align with the individual goals, values, and long-term vision of high-net-worth families and business owners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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