About OneLife Advisors
OneLife Advisors was built with a clear goal: to create the most aligned and trusted advisor platform in the industry.
We support high-quality advisors in building professional, low-pressure businesses — without sacrificing control, flexibility, or long-term growth.
The OneLife Ecosystem
OneLife Advisors is built as a connected ecosystem — combining specialised platforms, strong culture, and aligned support to help advisors, agents, and brokers build multi-stream income businesses that are more profitable and less reliant on constant new acquisition.
A connected ecosystem
Each platform works together to create a broader, more valuable business — not isolated silos.
Built around culture
We’re intentional about creating an environment where people feel supported, aligned, and genuinely enjoy being part of what they’re building.
Smarter growth and marketing
We help advisors generate leads, apply creative strategies, and build businesses that don’t rely on constant new acquisition.
Built for profitability
By maximising client relationships and leveraging multiple income streams, advisors build more efficient, stable, and scalable businesses.
Education as the foundation
Clarity before recommendation
Education builds trust before advice is ever given.
Improves client outcomes
Reduces pressure in conversations
Positions advisors as trusted professionals
Supported through structured frameworks including REIA and WBIA.
People first. Advisor first. Built to last.
OneLife was built on a simple belief: the best advisor outcomes come from clarity, support, and alignment — not pressure.
We’ve created a culture designed around professionalism, education, and long-term relationships — where advisors can build with confidence and sustainability.
Built by experienced leaders
OneLife Advisors was built by managing partners with more than 80 years of combined industry experience.
That experience is reinforced by platform leaders and advisors who bring real-world perspective — ensuring the model remains practical, ethical, and aligned with how advisors actually work.
Experience matters — but what we build with it matters more.
Leadership Team
OneLife Advisors is led by experienced partners who have spent years in this industry — seeing firsthand what works, and just as importantly, what doesn’t.
We’ve experienced the pressure-driven models, the misalignment, and the environments that don’t truly support the people building the business. OneLife was built as a response to that.
We’ve intentionally designed a different kind of platform — an ecosystem that supports advisors, agents, and brokers in building real, sustainable businesses.
It feels different because it is different.
We are deeply committed to creating a culture where people feel supported, aligned, and genuinely proud of what they’re part of — a business they don’t feel the need to leave.
Jonathan Rogers
Managing Partner
Holly Rogers
Managing Partner
Randy Graetz
Managing Partner
Misti Graetz
Managing Partner
What advisors can expect from OneLife
OneLife is designed to be a platform advisors can rely on, with the structure, support, and systems needed to build long-term, profitable businesses.
Strong support and real accessibility
Competitive, aligned contracts
Education-first systems for consistent growth
Modern tools to simplify and scale workflows
Proven marketing and lead generation strategies
Built for Professionals
Who want to build more aligned, profitable, and sustainable businesses.
If this is how you believe a business should be built, let’s talk.
If you’re an experienced or high-potential advisor looking for a platform built around education, support, and long-term partnership, let’s have a conversation.