About One Family Financial in Chattanooga, TN
Our Story
Building Trust From Generation to Generation
For more than 40 years, One Family Financial has been dedicated to helping individuals achieve their financial goals with integrity, honesty, and a commitment to exceptional service. Our team, led by Steve Kurtz, has combined deep industry expertise with the warmth of a local practice, guiding individuals, families, and business owners through life's most important financial decisions.
We recognize that financial planning is not one-size-fits-all and are committed to understanding your unique needs. We hold ourselves to the highest standards of integrity, honesty, and accountability. As an independent firm, we answer only to you-not to corporate quotas or sales goals. We take the time to understand your circumstances and develop tailored strategies designed specifically for you and your family. We create customized plans for retirement, income growth, and long-term financial independence.
From our Chattanooga office, we are proud to serve individuals and families across Tennessee and North Georgia with guidance grounded in respect, transparency, and genuine care.
One Family Financial - Your journey forward, together.
Core Values
Integrity - We operate with unwavering honesty and transparency in every client relationship.
Honesty - We communicate openly and truthfully so clients always know where they stand.
Respect - We value every individual and treat clients, partners, and team members with care and consideration.
Clarity - We explain financial concepts in simple, straightforward language so every client can make confident decisions.
Meet The One Family Financial Team
Steve Kurtz - President
Born and raised in Hazelhurst, Georgia, Steve has called Chattanooga home since 1979. After playing football at UTC, he built his career around one simple goal — helping people protect what they’ve earned.
Steve has built his career around one simple goal: helping people protect what they’ve earned. His clients have spent a lifetime doing the right things—working hard, saving diligently, and planning for the future. His goal is to help people feel confident that their finances are secure, no matter what life or the markets bring. He was born and raised in Hazlehurst, Georgia, has resided in Chattanooga since 1979 and played football for UTC. He has two children and a granddaughter.
Born and raised in Hazelhurst, Georgia, Steve has called Chattanooga home since 1979. After playing football at UTC, he built his career around one simple goal — helping people protect what they’ve earned.
Jessica Wagner - Office and Operations Manager
Jessica Wagner serves as the Office and Operations Manager, providing steady operational support and continuity across the firm. With a background spanning almost 20 years in corporate governance, financial services operations, and legal work, she brings a thoughtful, detail-oriented approach to One Family. Outside of work, Jessica enjoys reading, traveling, cooking, and spending as much time as she can with her husband and animals.
Why Clients Choose One Family Financial
Personalized attention
Clear communication
Long-term relationships
Independent guidance
Testimonials
Trusted by Hundreds
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
“No pressure—just a clear conversation.”
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
How long has One Family Financial served Chattanooga?
One Family Financial has served individuals and families in Chattanooga for decades.
Our leadership has deep roots in the community, building long-term relationships based on trust, consistency, and personal service.
Many of our clients have been with us through multiple life stages — from career growth to retirement planning.
Do you offer virtual or mobile-friendly meetings?
Yes. We offer simple, secure video meetings that work on smartphones, tablets, and computers.
Clients receive a direct link to join — no complicated downloads required.
We understand that many of our clients prefer meeting from home, and we’ve made the process easy and accessible for all comfort levels.
How often do you review client accounts?
We review accounts regularly and monitor portfolios as markets change. In addition to ongoing monitoring, we schedule periodic reviews to discuss performance, adjustments, and upcoming milestones.
Clients are always welcome to request a meeting at any time if they have questions or concerns.
What makes One Family Financial different from other financial advisors?
We focus on relationships, not transactions. Our approach centers on understanding your goals, explaining strategies clearly, and building a long-term plan that adapts over time. We aim to provide steady guidance through changing markets while helping clients feel confident and informed about their financial future.
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Proud to serve the Chattanooga Area and North Georgia
The Chattanooga area and North Georgia aren’t just where we work — they’re home. Our team has deep roots in this region and a long-standing commitment to serving local families with integrity and care. We provide financial planning in Chattanooga and retirement planning throughout North Georgia, helping individuals and families prepare for the future with confidence. From protecting retirement income to building long-term investment strategies, we are proud to serve the communities that have trusted us for generations.
One Family Financial
1335 Mackey Branch Dr. Suite 103-A
Chattanooga, TN 37421
Building Trust from Generation to Generation
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