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.

A graph going up

Maximize your benefits

Make your retirement plans and equity compensation work for you.

A hand holding money

See the whole picture

Understand how your disparate financial pieces fit together.

A detailed report

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

  • Charitable giving strategies

    Donor-advised funds, optimized gifting strategies, qualified charitable donations

  • Cash management & lending

    High-yield FDIC-insured up to $10 million earning 5.00% APY, pledged asset lines of credit, discounted mortgages

  • Risk management solutions

    Protect your family, and your legacy from unexpected events

  • Lifestyle & wellness resources

    We help you live your best life

  • 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 $1,000,000

 

 Take the First Step—Speak to a Partner

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.