William Snider

Wealth Strategies for Successful, Busy Professionals

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ONE Advisory Partners William Snider
Denver, CO

Serving Clients Nationwide

Wealth Strategies for Successful, Busy Professionals

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About William Snider

Hi, I'm William Snider. Over the past two decades, I've had the privilege of guiding individuals, families, and institutions through the complexities of wealth management, trust services, and financial planning.

My journey in finance began with a deep foundation in trust and investment services—starting at Charles Schwab and later holding leadership roles at First Western Trust, CoreFirst Bank & Trust, and ANB Bank, where I spent nearly a decade as Trust Officer and Senior Vice President. Those formative years sharpened my approach to relationship-centered planning, allowing me to develop long-term strategies rooted in each client’s unique values and goals.

I later served as a Senior Financial Advisor at Colorado Financial Management, and then as Vice President and Senior Wealth Advisor at Lido, deepening my expertise in portfolio structuring, retirement planning, and private wealth solutions for high-net-worth clients.

Today, I serve as a Wealth Advisor at ONE Advisory Partners.

Beyond work, I’ve contributed to the Denver community through board service with the Rotary Club of Denver, Club 31.

Primary Location

Denver, Colorado

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Many busy, successful professionals lack the time and/or interest in managing their complex financial lives. Take the first step to feeling confident you finally have a solid plan of action to achieve what we call your "work optional" status. 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

Regis University | Western Illinois University

Hobbies and Interests

  • Family

Who We Serve

  • 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.