Jonathan L. Booze, J.D., CFP®, AIF®

Wealth Strategies for Successful, Busy Professionals

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ONE Advisory Partners Jonathan L. Booze, J.D., CFP®, AIF®
Overland Park, KS

Serving Clients Nationwide

Wealth Strategies for Successful, Busy Professionals

20 Certified Advisor Reviews™
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Areas of Focus

  • High Net Worth
  • Inherited Wealth
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Jonathan Booze, co-founder of ONE Advisory Partners, a wealth management firm 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.

My background includes over 20 years of experience in the financial and legal fields, including advising high net worth families on wealth management, developing and implementing tax-efficient financial plans and investment strategies, and assisting charitable donors in maximizing asset-based, tax-advantaged giving strategies.

I graduated with a B.A. degree in Oxbridge Institutions & Policy from William Jewell College in 1992, subsequently earning an M.B.A. with emphasis in finance from the Bloch School of Business at the University of Missouri, Kansas City. I earned a Juris Doctor from the University of Kansas School of Law in 1999.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Juris Doctor (J.D.)
  • Master of Business Administration (MBA)

Primary Location

5440 W. 110th Street, Building 2, Ste. 300, Overland Park, KS 66211

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Other
  • 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.

Disclosure: ONE Advisory Partners, LLC ("ONE") is a registered investment advisory firm. Past performance is not necessarily indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be profitable for a client or prospective client's investment portfolio. Nothing on this website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Advice may only be rendered after the delivery of the appropriate Form ADVs and the execution of an agreement by the client and the advisor. For additional disclosures, please see https://www.oneadvisorypartners.com/one-retirement-disclosures

Education

The University of Kansas, Law, J.D. | University of Missouri-Kansas City, M.B.A., Finance | William Jewell College, B.A., Oxbridge Institutions and Policies

Hobbies and Interests

  • Family
  • Reading

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Healthcare Professionals
  • Physicians
  • Widow

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


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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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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

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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
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: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lew
Lew