It’s only fitting that our firm was founded on Valentine’s day, because we truly love working with our clients. We’re all about total transparency, practical strategies, and putting our clients’ interests first. Only our clients pay us, so we, as fiduciaries, offer first-class, unbiased advice that traditional advisors and brokers 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 robust wealth advice for real people, so we apply the best practices we learned from helping large institutional investors manage their large pools of capital. Clearly, you don’t have to have $50 million to be treated like you do.
Yes, we are different than the big, impersonal brokerage firms. And our clients wouldn’t have it any other way.
Ron’s experience in the investment management industry—over a quarter century—instills him with a drive to help people attain and sustain their dreams for retirement. He, along with co-founder Jon Booze, started ONE Advisory Partners to provide high-quality and highly personalized retirement and financial planning services to real people.
Jon is a co-founder of the firm and leads the firm's strategic partnership initiatives. His background includes over 20 years of experience in the financial and legal fields, including advising high net worth families on wealth management, assisting qualified retirement plan sponsors with fiduciary and plan design issues, and assisting charitable donors in maximizing asset-based, tax-advantaged giving strategies.
With over 16 years of financial planning experience, Dan is dedicated to his clients’ retirement success. Whether helping individuals, families, or small-to-medium size institutions, he works to be an integral part of each client’s journey. He specializes in retirement investment management and holistic financial planning.
Efficient, seamless assistance is Michele’s forte. Her administrative support is key to ONE’s commitment to excellent customer service. As she helps clients—from individuals to businesses—solve any problems, she represents the heart of ONE’s client service.
Developing digital marketing campaigns, managing office technology, and onboarding new partners is all in a day’s work for Liah. She works diligently behind the scenes to ensure our human resources and marketing efforts run as smooth as glass.