Team photo
Our founding partners (left to right) Kevin White, Kyle Wick, David Test, and Loren Hsiao.

Here at 22 One Advisors, the mission of our office is to help our clients connect what's in their heart with what's on their balance sheet. We are a boutique comprehensive financial planning firm based in Dallas, TX, and with clients all over the country.

There's a proverb that says "a good name is more desirable than great riches; to be esteemed is better than silver or gold." Our team seeks to understand the "why" behind a client's wealth. What is the purpose and meaning behind our money? Accumulating money purely for the sake of money is not good enough. Your net-worth should carry a mission statement that helps you fulfIll your legacy, your calling, and your name.

-Kyle Wick, CFP®, WMCP®, ChFC®, CLU®, RICP®

Co-Founder & Wealth Management Advisor

Kyle Wick signature

To learn more about me and my family, please visit the personal section of my website

Who We Serve

We help our clients implement a comprehensive financial plan that is in alignment with their heart, their legacy, their good name. With a combined 70 plus years of experience in the financial planning industry between the founding partners, our team has helped over 1,000 physicians, dentists, attorneys, and business owners create their personal financial plan.

Value Proposition

We implement a comprehensive financial planning EXPERIENCE for highly skilled professionals who are willing to pause their lives and seriously examine their financial position. We believe financial planning is not defined by an academic textbook, a recent magazine tip, a screaming TV personality, or bar graphs and charts. In your EXPERIENCE with our firm, we will seek to understand and know you. You will be asked to address life's important questions which will reveal what makes your heart beat.

Financial planning is living and breathing. It is defined by you and your family's dreams of what you want to accomplish during your lifetime and to the generation(s) behind you. We implement ideas backed by a more than 160-year-old company and we help steady the storms of life through strategies that are firmly rooted. We do this because securing your dreams no matter life's twists and turns is the most important thing to you.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Kyle Phelps Wick, CFP®, WMCP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


22 One Advisors

  • Mobile 319-931-4282
  • Office 972-663-7629

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck