Dan Miller, CFP®
Wealth Strategies for Successful, Busy Professionals
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
ONE Advisory Partners
Dan Miller, CFP®
Rate this
Advisor
Overland Park, KS
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 Me
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™ Professional
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 our Firm
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
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.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
How to Find Financial Advisors for Small Business Owners
Get to Know Certified Financial Planners & Find a CFP
Financial Advisors for Equity-Compensated Employees
Looking for a Fee-Only Financial Advisor?
Should You Hire a Retirement Financial Advisor?
Looking for a Financial Advisor in Kansas City, Missouri?
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.