Nick Reilly
CFP®, CDAA
One Day Advice
Founder & Wealth Advisor
Nick Reilly
CFP®, CDAA
One Day Advice
Founder & Wealth Advisor
To build and manage your wealth in this digital age, you need an advisor who knows how to capitalize in a continuously evolving landscape. Helping you to filter out the noise and know what is best for YOUR personal situation. - Nick Reilly, CFP®, CDAA
Fee-Only financial planner located in Seattle, WA, serving clients locally and across the U.S. who are tech professionals, real estate investors, or business owners/executives.
Nick Reilly is a Seattle, WA fee-only financial planner, who has the ability to work fully virtually. One Day Advice provides comprehensive and objective financial planning, wealth management, and digital asset and crypto planning to help clients organize, build and preserve their wealth through this digital age and through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nick Reilly is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
(You can read about his full financial planning journey on his website at OneDayAdvice.com/nickreilly)
- A fiduciary who's legally obligated to put his client's interests ahead of his own. Just as it should be!
- Certified Financial Planner (CFP®): He knows how to strategize and build a holistic and personalized plan across all areas of personal finances.
- Certified Digital Asset Advisor (CDAA), meaning he understands cryptocurrencies, blockchain technology, Decentralized Finance (DeFi), and ways to capitalize on this ever-changing landscape.
Quick Bio
Nick Reilly founded One Day Advice so that he could combine his experience and background as a Certified Financial Planner™ and Certified Digital Asset Advisor, with his passion for technology and helping others achieve more out of life.
His mission revolves around enriching the lives of those he works with by empowering them to take control of their finances and freeing them to live the life they want.
Nick loves the opportunity to educate the clients he works with and has a gift for breaking down financial concepts in an easily digestible way. Through his podcast, the One Day Advice Podcast, he provides listeners a behind-the-scenes look into the financial services industry, while giving timely advice around their personal finances.
Nick has experienced many parts of the financial services industry. He's worked as a financial advisor at a large brokerage firm (Long-story-short, he didn't feel he could best serve his clients under a large company's umbrella with so many conflicts of interest). He's also worked with a large independent registered investment advisor, where he personally met with and performed financial planning for the ultra-wealthy (Fortune 100 executives, angel investors, and highly successful leaders in technology). He worked with their CPA’s around tax preparation and tax strategies, their attorneys for estate planning and formulating trusts, provide cash flow management, and guidance around insurance and wealth management. While he enjoyed gaining the experience working with these types of clients, he wanted the chance to work more with people who were in the earlier part of the wealth-building stage of their lives where his advice could have the longest and deepest impact.
Nick has also worked in the tech sector, so he actually understands what it's like to work within a tech firm and loves to utilize his knowledge and experience in the field with the tech professionals he works with.
One Day Advice was established to help people build and manage their wealth through the digital age. The digital age is an exciting time full of great potential, however, it has created a higher sense of anxiety and financial complexity. We filter out what’s important, simplify your finances, and guide you along the path to financial freedom.
Outside of work, Nick loves to spend time with his wife Andreea and mini-Goldendoodle, Oslo. Nick is a perpetual learner, and will likely be found with a book in his hand. Depending on the season, you'll find him mountain biking, skiing, snowboarding, hiking, wake surfing, or at the gym lifting weights and playing basketball.
Nick Reilly is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The digital age is an exciting time full of great potential, however, it has created a higher sense of anxiety and financial complexity. We filter out what’s important, simplify your finances, and guide you along the path to financial freedom in this digital age.
One Day Advice helps you get more out of life by empowering you to take control of your financial life, freeing you to do the things that matter to you most. We help maximize your return on life by leveraging technology and offering services and resources that simplify and automate your finances, helping you to win back your time and keep more of your well earned money. We understand that everyone’s financial literacy is different, and that’s why we feel everyone deserves un-biased, jargon-free, simple, and actionable advice. As a fiduciary, we put your interests first, just like it should be.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Employee Equity Compensation
- Stock Options
- Tax Planning
- RSU's and ESPP's
- Employee Benefits Planning
- College Education Planning
- Cash Flow and Budgeting
Ideal Clients
- High-income Earners
- Emerging Wealth Generation
- Business Owners and Executives
- Millennial Generation
- Growing Families
- Retirees and Near Retirees
- Sudden Money Situations
- Beginning to Intermediate Investors
Working Together
- In-person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Nick Reilly is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Nick Reilly is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Nick Reilly is a Certified Digital Asset Advisor (CDAA)Certified Digital Asset Advisors are educated in both the traditional and digital financial world. Advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education. Financial advisors that have completed the CDAA course and passed the exam have demonstrated competency in understanding how digital assets work, the role they play, the risks that follow, and how they can fit into your financial picture.
Contact Nick Reilly
Office Locations:
-
2426 NW 64th St Unit A
Seattle, WA 98107
