Dan Miller, CFP®
Wealth Strategies for Successful, Busy Professionals
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Serving Clients Nationwide
Wealth Strategies for Successful, Busy Professionals
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Dan Miller, CFP®
Hi, I'm Dan Miller. I serve as a Private Wealth Manager at ONE Advisory Partners, a Virtual Family Office (VFO) focused on helping successful, busy professionals preserve their most valuable asset: time.My goals are to help professionals:
✔️ Preserve their time: Their most valuable asset.
✔️ Know their trajectory: Have a clear direction for financial independence.
✔️ Maximize benefits: Make their firm's retirement plans work optimally for them.
✔️ See the whole picture: Understand how their disparate financial pieces fit together.
I joined ONE Advisory Partners in 2015. Prior to joining the firm, I was an Investment Adviser Representative with Cambridge Investment Research Advisors, Inc. from 2005 through 2015, where I operated my wealth management firm, Miller Financial Services. In 2006, I became a CERTIFIED FINANCIAL PLANNER™ professional.
I received a Bachelor of Business Degree in Finance from the University of San Diego in 1990.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
5440 W. 110th Street, Building 2, Ste. 300, Overland Park, KS 66211
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Are you ready to stop worrying you won’t reach the future you want because you are too busy to manage your finances? Take the first step to feeling confident you finally have a solid plan of action to achieve financial independence. Schedule an introductory call today by clicking the 'Book Intro Call' button above. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About ONE Advisory Partners
You are a professional with an overflowing plate of responsibilities and a desire to work on your terms. But your financial picture is a complicated one with many pieces.The worry gnaws at you that you might make mistakes or miss out on opportunities. Yet you just don't have the bandwidth to tackle your finances.
At ONE Advisory Partners, we take on the details of your wealth strategies so you can finally feel confident you have a solid plan of action to achieve your financial independence.
We are an independent Registered Investment Advisor based in Overland Park, KS, helping successful professionals who are too busy to manage their finances on their own. Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals average over 20 years of experience.
Savvy professionals who lack the time, expertise, and willingness for financial planning and are happy to delegate the responsibility to an experienced team of advisors. We are here to help you:
✔️ Feel confident that you have more time to live your life
✔️ Achieve a work-optional status in your career
✔️ Plan for other life-enhancing goals
Successful professionals have been delegating their wealth strategies to us for over 20 years. Our team of financial, investment, and tax planners will collaborate on your behalf to implement your wealth strategies.
The majority of our clients include attorneys, physicians, dentists, veterinarians, corporate executives, and entrepreneurs.
Click the 'Book Intro Call' button above to schedule an introductory consultation. We look forward to speaking with you.
Education
University of San Diego - Knauss School of Business, Bachelor’s Degree, Business Administration, Concentration in Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Physicians
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Write a Review
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Years and Years of Great Service
Have known Dan for over 40 years and have trusted my financial planning to him for almost 20 years. Always looking out for your best interests and never pushing something on you to benefit him. Great guy and great company to trust with your financial goals.
One Advisory Partners
My wife and I have been with One Advisory Partners for five years. Great team with the intention to help us with our financial planning. No hard sell, just positive experiences. Our goals are being reached and we couldn’t have done it without their help. Special thanks to Dan Miller.
Excellent Financial Advice
Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.
Professionalism at it’s finest
We’ve worked with Dan for several years and very much appreciate the knowledge and advice he has passed on to us. His financial direction has placed us in a comfortable place. I totally trust any advice and will so in our foreseeable future.
One Advisory
We have been using Dan Miller with One Advisory for over a decade. Dan's knowledge and personal touch are amazing. Always available to answer questions for our entire company. His availability and knowledge put him over the top. One of the best decisions our company has made.
Investment and Retirement Strategy
I have known Dan Miller for over 30 years and requested his services as a financial adviser and fiduciary for approximately 20 of those years. He is a very professional , knowledgeable, and caring individual with my family’s best financial future at heart. He has helped me grow my IRA and Roth investments while also offering tax advice since I have been with him. I would highly recommend One Retirement, Inc. LLC and Dan Miller as your financial adviser!
Teacher Planning for Retirement
Making Dan Miller my financial advisor has been one of the best decisions I have ever made. He has been my go-to-guy for personal financial planning a number of years. After my divorce, I was confused about many areas of money management and planning for my retirement. His excellent financial knowledge and ability to communicate has given me peace of mind in my financial planning process. He always has time to speak to me. My retirement has been a solid one due to his guiding me all these years.
5 Stars
Dan has been my company's financial advisor for more than 5 years. He is very knowledgeable, honest, attentive to our needs and always available for any advice, questions or concerns we may have.
Outstanding service
I have known Dan since watching him grow up playing sports with and against my son. I taught at the high school Dan attended and was glad that he returned to the area after college. When I needed someone to take care of my investments, I knew I could trust Dan. He has done a wonderful job, especially as I retired from teaching and moved to a new phase of life.
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