Wealth Strategies for Successful, Busy Professionals
We help you preserve your most valuable asset: Time.
We are here to help you:
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Reduce complexity
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Eliminate financial uncertainty
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Free up your time
How Can You Be a Financial Expert When You're So Pressed for Time?
As a hardworking professional, you may feel:
You lack the time, expertise, and interest to manage your complex financial situation
Uncertain you are making the right decisions for your future
Worried the issues will compound without your attention
We believe diligent savers like you should feel assured you really are OK. We provide wealth strategies to help free you from the stress of managing your overly complex financial life.
Feel Confident You Finally Have a Plan for the Life You Want
Our goal is to help you:
Know your trajectory
Have a clear direction for financial independence.
Maximize your benefits
Make your retirement plans and equity compensation work for you.
See the whole picture
Understand how your disparate financial pieces fit together.
We Understand the Stress That Financial Complexity Causes Busy Professionals
Successful professionals have been delegating their wealth strategies to us for over 20 years.
Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals average over 20 years of experience.
The majority of our clients include attorneys, physicians, dentists, veterinarians, corporate executives, and entrepreneurs.
An Advisory Team to Delegate Your Complex Finances to
Our team of financial, investment, and tax planners will collaborate on your behalf to implement your wealth strategies. For completely transparent fees, our Virtual Family Office engagements include:
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Goals-based financial planning
Retirement analysis, cash flow analysis, education planning, tax planning, and estate planning
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Investment strategy & planning
Low-cost, tax-efficient investing, within carefully defined risk-management parameters
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Tax strategy & planning
Annual tax preparation, annual tax analysis and projections, and tax optimization strategies
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Personal legal services
Personal legal matters such as estate planning, audit defense, elder law, adoption assistance and more
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Charitable giving strategies
Donor-advised funds, optimized gifting strategies, qualified charitable donations
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Cash management & lending
High-yield FDIC-insured savings accounts up to $2.5 million, pledged asset lines of credit, discounted mortgages
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Risk management solutions
Protect your family, and your legacy from unexpected events
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Lifestyle & wellness resources
We help you live your best life
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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. 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
How to Work With Us
Step 1
Start with an initial conversation to determine if we are a mutual good fit.
Step 2
Attend a Discovery Meeting to help us understand your unique circumstances and challenges
Step 3
Engage with us and start implementing.
Are We a Match?
You want to partner with a wealth management firm whose expertise is working with people like you. We may be a good fit if you:
Are a busy, successful professional who wants to delegate your wealth strategies so you know your money is working for you in an optimal manner
Seek a financial plan of action that gives you confidence you can live and work on your own terms
Want a relationship with a pure fiduciary advisor to provide integrated financial, tax and legal, and lifestyle management services
Have investable assets of more than $500,000
Take the First Step—Schedule a Call
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.