A Virtual Family Office Designed for Your Next Chapter
Helping you move from building wealth to living well.
free up Your time
Reduce
financial complexity
eliminate uncertainty
Transitioning from building wealth to relying on it is complex - and the stakes are high.
After years of disciplined saving, approaching retirement brings a new set of concerns. Suddenly, instead of being focused on growing your assets, you are tasked with ensuring your wealth will sustain your lifestyle, healthcare, and legacy goals.
Without expert guidance, it’s easy to feel overwhelmed or make decisions that could jeopardize your financial security. That’s why having an experienced partner by your side with the expertise to anticipate and adapt to life’s financial challenges is essential to making your transition to retirement confident and comfortable.
Our Approach Makes All The Difference
Feel Confident You Finally Have a Plan for the Life You Want
We listen First, then plan
Your story, goals and dreams are the foundation of our planning process.
Expert guidaNCE AT EVERY STEP
Our experienced advisors serve as your guide - and not just with numbers.
ONGOING CLARITY AND CONFIDENCE
We translate complex financial concepts into clear, actionable plans.
Why Clients Love Us
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“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: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Initial Consultation
Start with an initial conversation to determine if we are a mutual good fit.
1.
Discovery Meeting with Our Team
Help us fully understand your unique circumstances and challenges.
2.
Begin Your Wealth Management Journey
Engage with us and we start implementing.
3.
About ONE Advisory Partners
It is only fitting that our firm was founded on Valentine’s Day, because we truly love working with our clients. We’re all about complete transparency, sophisticated yet practical strategies, and putting our clients’ interests first. Only our clients pay us, so we, as full-time fiduciaries, offer no-nonsense, unbiased advice that traditional advisors simply can’t. We’re committed to protecting the wealth you have, then guiding it to greater growth, so you can live the lifestyle you want.
We saw a need for integrated financial, tax, and legal advice for successful, busy professionals. So, yes, we are different than the big, impersonal brokerage and advisory firms. And our clients wouldn’t have it any other way.
Take the First Step—Schedule a Call
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.