ONE Advisory Partners

Wealth Strategies for Successful, Busy Professionals

Contact Us
ONE Advisory Partners ONE Advisory Partners
Overland Park, KS

Serving Clients Nationwide

Wealth Strategies for Successful, Busy Professionals

37 Certified Advisor Reviews™
5 out of 5 Stars

Primary Advisor Locations

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

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.

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Healthcare Professionals
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Great Service

✅ Wealthtender Certified Advisor Review™
Jun 1, 2024
My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved.
Relationship to Financial Advisor: Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Glen Richardson
Glen Richardson

Years and Years of Great Service

✅ Wealthtender Certified Advisor Review™
Apr 19, 2024
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.
Relationship to Financial Advisor: Client as of Apr 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott Katstra
Scott Katstra

Very Satisfied Clients

✅ Wealthtender Certified Advisor Review™
Apr 16, 2024
My wife and I have worked with Ron Sanders since 2003. During that entire period we have found him to be professional, and accessible, and always knowledgeable, forthright, and calm. He has taken much time to understand our personal financial situation and has provided guidance and advice and suggested changes as necessary the closer I have moved to retirement. We meet with him relatively frequently and during every meeting he has provided us his online analysis of the assets he manages and explains why he has made the decisions or moves he has. I feel very comfortable with his work and it is a testament to our confidence in Ron that we do not live in the same metropolitan area as One Advisory Partners.
Relationship to Financial Advisor: Client as of Apr 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Craig and Marianne
Craig and Marianne

One Advisory Partners

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve
Steve

Excellent Financial Advice

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Katherine Kreutziger
Katherine Kreutziger

Professionalism at it’s finest

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lewis Kreutziger
Lewis Kreutziger

One Advisory

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan Lee
Ryan Lee

Investment and Retirement Strategy

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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!
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Cutshall
Mike Cutshall

Teacher Planning for Retirement

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tamara Demuth
Tamara Demuth

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shawna M Hettinger
Shawna M Hettinger

Outstanding service

✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
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.
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joyce Katstra
Joyce Katstra

Amazing!

✅ Wealthtender Certified Advisor Review™
Apr 2, 2024
Jon truly is amazing at what he does as well as being honest, brilliant, and wise. So thankful we have him in our financial corner!
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jill
Jill

Simply Phenomenal

✅ Wealthtender Certified Advisor Review™
Apr 2, 2024
I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eric
Eric

We’re very satisfied…

✅ Wealthtender Certified Advisor Review™
Apr 1, 2024
Upon a recommendation, we were introduced to Jon Booze and after a couple of meetings, we moved our investment and IRA accounts to One Advisory Partners. We found that OAP’s fiduciary philosophy was a very good match to ours and gives us the benefit of having an advisor that is younger than this retired couple. Jon has made a few non-investment recommendations for asset protection, if we were interested he would make a referral, which demonstrates that he is truly a financial advisor vs. an investment advisor. Find and selecting the right financial advisor may be one of the most impactful decisions we make in our lifetime and we believe we made a great choice in working with Jon. We highly recommend Jon Booze for your consideration when selecting a financial advisor.
Relationship to Financial Advisor: Client as of Apr 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lloyd and Karen S.
Lloyd and Karen S.

Highly Recommend

✅ Wealthtender Certified Advisor Review™
Mar 28, 2024
Jon is very prepared and has provided my family with excellent service and recommendations over the past seven+ years. He's very knowledgeable on retirement, college funding and other financially related matters.and always willing to listen to any questions I have. Highly recommended
Relationship to Financial Advisor: Client as of Mar 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jon S.
Jon S.

Honest & Gets Results

✅ Wealthtender Certified Advisor Review™
Mar 26, 2024
Jon has been the advisor for our portfolio for several years. He is honest about the market. He also gets great results for our portfolio. He is a trusted resource for us!
Relationship to Financial Advisor: Client as of Mar 26, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Disclosure: Past performance is not necessarily indicative of future results. Different types of investments involve varying degrees of risk, and there can be no guarantee that any specific investment will be profitable for a client or prospective client's investment portfolio.
Avatar for Emily Hill
Emily Hill

Genuinely cares about his clients and their success

✅ Wealthtender Certified Advisor Review™
Mar 26, 2024
Jon took time to understand our investment objectives and what was most important to us in life and retirement. He takes a holistic approach to financial planning, which includes taxes, insurance, estate planning, investments, etc. He is a good communicator and explains things in a way that is easily understood. He regularly provides updates and checks in to ensure that he understands any changes in our objectives and circumstances. He is reliable, responsive and trustworthy. If he says he will do something, you can trust that it will get done and get done right. Jon genuinely cares about his clients and their success.
Relationship to Financial Advisor: Client as of Mar 26, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim
Jim

Financial advisor and friend

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Our family has trusted Jon and his team for several years now and we couldn't be happier with his high level of service and care he provides. Jon ensures we will realize our financial goals and has crafted an excellent investment strategy. I'm constantly amazed at the speed at which he responds to our questions and how attentive he is to our needs, typically within only a couple of hours. Jon makes us feel very valued and extremely important.
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tyler Werth
Tyler Werth

Great advisor!

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Jon has been a great help since I've been coming to him for financial advice. Always helpful, always timely, always insightful. Very much recommended.
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bart
Bart

Worth it!

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Jon is always prepared and goes the extra mile to share with us the information we need to make the best decision for our future. He listens and has our best interests at heart. Most important, he is a man of the highest character.
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason St John
Jason St John

Jon Booze is a talented financial advisor that my family foundation trusts.

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
My wife and I have known Jon Booze for close to 20 years. Jon is a man of wisdom and character, and we have enjoyed working with him. He has guided our family foundation's investment portfolio for several years and he adds consistent value with thoughtful recommendations and ideas. I wholeheartedly endorse him as a financial investment advisory. His upbeat optimistic spirit is complemented by his diligent study of market opportunities that benefit his clients.
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joshua Hill
Joshua Hill

Excellent service

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Without question I highly recommend Jon. From day one, he’s been approachable, attentive and incredibly trustworthy with our assets. Knowing he’s available just about anytime and always providing quick responses gives us peace of mind. He has tailored a financial program that has our best interests which is priceless in the world of financial advising/planning.
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Karen
Karen

Engaged and knowledegable

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
We have know Jon for several years, and his knowledge, availability, and recommendations have all been truly valued. As we enrer our 'Golden Years", Jon's advice has been spot on. And when we have questions or suggestions, he readily investigates the situation and gets back to us quickly. We highly recommend him as an excellent CFP (and friend).
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick and Patsy Gomez
Rick and Patsy Gomez

Jon Booze excellent financial advisor

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Jon Booze has been an excellent financial advisor.He has been very professional, attentive to our personal finances, approachable, with many different options to explore, and very informative and educational. He has been a delight. He helped us with our recent employmemt changes and managing our finances that needed moved which was overwhelming till Jon assisted and advised us with the transition. Jon is always checking in on us and keeps us updated with our retirement goals.We trust his guidance and very pleased with the financial gains.
Relationship to Financial Advisor: Client as of Mar 25, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lucinda and Pat Lonergan
Lucinda and Pat Lonergan

Investment Planning with Confidence and Peace of Mind

✅ Wealthtender Certified Advisor Review™
Mar 22, 2024
Ron has assisted us in our investment management and retirement planning for 20+ years. Our son , who is an attorney and formerly worked with Ron, referred him to us. His first role of business was guiding us to legal assistance in setting up an estate plan and from there opened our trust accounts. Ron is but a phone call away regarding any financial issues that arise. We have every confidence in his expertise and guidance in for our financial peace of mind.
Relationship to Financial Advisor: Client as of Mar 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. Ernest and Debra Kovarik
Dr. Ernest and Debra Kovarik

Great Financial Direction and Planning

✅ Wealthtender Certified Advisor Review™
Mar 22, 2024
My wife and I have been working with Jon for more than five years now and we really are not sure where we would be without his great support and direction for our investment and retirement planning. Prior to working with Jon we were overwhelmed with how to handle all the pieces properly for our financial goals. Jon is always available for questions or assistance with any financial needs including the best plans to help with taxes. He will take the time to get to know you so he can find the best fit for your needs.
Relationship to Financial Advisor: Client as of Mar 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The Light Family
The Light Family

Exceptional Guidance leading to financial success!

✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
We have had the pleasure of working with Jon Booze from ONE Advisory Partners for several years and we cannot speak highly enough of the invaluable expertise and guidance provided. From the moment we began our partnership, we knew we were in capable hands. Jon Booze possesses a deep understanding of the financial landscape and took the time to truly comprehend our unique financial goals and risk tolerance. His personalized approach was refreshing and reassuring, as he tailored his recommendations to align perfectly with our aspirations and circumstances. What sets Jon Booze apart is his unwavering commitment to client education. Using their investment software, he patiently walked us through complex investment concepts, ensuring we were well-informed and confident in every decision made. His transparency and willingness to answer any questions demonstrated a genuine dedication to our financial literacy. We wholeheartedly recommend Jon Booze and ONE Advisory Partners to anyone seeking professional, trustworthy, and results-driven financial guidance. With Jon by your side, you can rest assured knowing your financial future is in the best possible hands.
Relationship to Financial Advisor: Client as of Mar 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for The Oserowsky family
The Oserowsky family

Highly recommended

✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
Jon Booze is a great help to me! He works very hard to take care of my retirement investments and answers every question. He is very knowledgeable and also is a kind man who is easy to approach. He goes the extra mile for his clients. I highly recommend him!
Relationship to Financial Advisor: Client as of Mar 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brenda Sanders
Brenda Sanders

Great experience!

✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
I cannot tell you the peace of mind I have gained since starting to work with Jon at One Advisory Partners. I no longer feel like we are hoping for the best. We now have a clear strategy to meet our retirement goals and on top of that he is directing us on estate planning, insurance review and more- it’s the whole package! His communications are relevant and clear. You will not be disappointed!!
Relationship to Financial Advisor: Client as of Mar 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bronwyn
Bronwyn

Five Star Service

✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
Several years ago we were searching for a new financial planner. After attending many meetings and seminars, we were fortunate to listen to a presentation by Jonathan Booze at the Leawood branch of the Johnson County library. We have been very pleased with his service and the conscientious way he handles our accounts. He checks in frequently and answers all of our questions in a kind, professional manner. He has become a trusted “friend” with our investments.
Relationship to Financial Advisor: Client as of Mar 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stephen and Cynthia Rudolph
Stephen and Cynthia Rudolph

Great working with Jon Booze

✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
Jon has been a great resource and partner in working through various financial decisions. He consistently brings new ideas and provides honest assessment of alternatives. He has also invested the time to learn about our company's various benefit plans and help me with a wholistic approach.
Relationship to Financial Advisor: Client as of Mar 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Moore
John Moore

Excellent Service, Guidance and Tax Planning

✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
I’ve known and worked with Jon since 2006. He is an extremely transparent financial advisor and always proactively looking for ways to minimize my tax obligations. Very responsive to any questions whether related to my managed portfolio, my personal investments or my wealth transition planning.
Relationship to Financial Advisor: Client as of Mar 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lew
Lew

Best choice

✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
Been with Ron for years. He has always been my saving grace. I can tend to be a bit narotic when the markets are in turmoil. He can simmer me right down and has always been spot on. He has such a calming disposition to accompany his wealth of financial knowledge. Recommend him 100%.
Relationship to Financial Advisor: Client as of Mar 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susy
Susy

Another Satisfied Professional

✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
I am a busy professional who has benefitted from a nearly two decade relationship with Ron and the team at One Advisory. They stick to their principles, communicate consistently and clearly, and perform, all of which permits me to focus on what I do best. My family and I are much better off as a result of our experience with One Advisory.
Relationship to Financial Advisor: Client as of Mar 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve C.
Steve C.

You Can Rely on Ron

✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
My wife and I have worked with Ron Sanders as our financial advisor since 2009. Ron and his partner, John Booze, run their own shop so you don't have to worry about your advisor moving to a bigger office in another city or having your account handed off to some trainee. Ron is our advisor and we only deal with him And he is available almost anytime for a quick call or even scheduling a meeting on short notice. Most importantly, Ron is very knowledgeable and very trustworthy. We have confidence in his advice and decisions and and know we can rely on him to do what is best for us. On top of all that, Ron is a really nice guy and a pleasure to work with.
Relationship to Financial Advisor: Client as of Mar 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ben Elaine
Ben Elaine

Number ONE in my book

✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
Ron Sanders is simply the best. Ron is always available when I am not sure of a financial decision. My experience with Ron is one of confidence, trust, security, and I would recommend Ron and his team to anyone. My husband and I started with Ron many years ago, and now I am a widow. Ron guidance through this murky, crazy, financial world that we’re living in has been most excellent.
Relationship to Financial Advisor: Client as of Mar 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Betty Visser
Betty Visser

Highly Recommended

✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
My wife and I have been with Ron and Jon since our retirement in 2008. While we have never been a high dollar account for them, they have always treated us with utmost respect and prompt response to our requests. Our accounts have always been well managed, and we believe our lifetime financial needs are solidly in place. We highly recommend One Advisory Partners LLC to anyone looking for financial planning assistance, pre or post retirement.
Relationship to Financial Advisor: Client as of Mar 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Larry and Sharon
Larry and Sharon
Please see important disclosures below awards View Disclosures

Wealthtender Awards

ONE Advisory Partners received the 2025 Wealthtender Voice of the Client Highly Rated Firm award.
ONE Advisory Partners received the 2025 Wealthtender Voice of the Client Highly Rated Firm award.

Award Disclosures

Wealthtender awarded ONE Advisory Partners with its 2025 Voice of the Client Highly Rated Firm Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although ONE Advisory Partners compensates Wealthtender for marketing services (including eligibility to be considered for this award, plus a fee if it chooses to license the award logo for promotional use), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)