Michele Lee Gawthrop, CFP®

Wealth Strategies for Successful, Busy Professionals

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ONE Advisory Partners Michele Lee Gawthrop, CFP®
Overland Park, KS

Serving Clients Nationwide

Wealth Strategies for Successful, Busy Professionals

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Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hi, I'm Michele Lee Gawthrop. 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 2013 as Client Administrator, subsequently becoming an Associate Advisor in 2020, during which time I became a CERTIFIED FINANCIAL PLANNER™ professional. I've been a Private Wealth Manager since 2023. In 2024, I completed the Advisor For Women™ Certificate Program.

In 2008, I graduated with a Bachelor’s Degree in Economics from the University of Kansas.

Professional Designations

  • Advisor for Women™ Certificate
  • 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

  • Fee Only
  • Flat Fee
  • 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

The University of Kansas, Bachelor, General Studies Economics

Hobbies and Interests

  • Cooking
  • Family
  • Painting
  • Reading
  • Walking
  • Yoga

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Entrepreneurs
  • Healthcare Professionals
  • Individuals
  • Physicians
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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