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Personalized Financial Planning Services Tailored to You

Create a plan that aligns with your life, goals, and future – guided by experienced advisors.

Get Your Free Consultation

What We Offer

Comprehensive Financial Services Planning for Every Stage of Life

  • Money growing

    Retirement Planning

  • Percentage Symbol

    Investment Strategy

  • Tax paperwork

    Tax Planning

  • Suitcase

    Estate Planning

  • Magnifying Glass

    Risk Management / Insurance Review

  • Piggy Bank

    Online Financial Planning Tools

Why Choose One Advisory Partners

A Personalized, Client-First Approach That Sets Us Apart

  • Fiduciary Advisors Committed to Your Best Interest

  • Transparent, Fee-Based Planning

  • Proven Track Record

  • Access to Online Financial Planning Services

  • Flexible, Scalable Planning

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Who We Serve

Custom Financial Planning for Individuals, Families, and Business Owners

  • Young Professionals

  • Families

  • Retirees / Pre-Retirees

  • Entrepreneurs & Small Business Owners

  • Family Offices

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How it Works:

  1. Free Initial Consultation

  2. Discovery & Goal Setting

  3. Plan Development

  4. Implementation

  5. Ongoing Review & Adjustments

Schedule a Call

Why Clients Love Us

  • Black background with a blue thumbs-up icon surrounded by six blue stars above the word 'Review'.

    “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.

  • Mountain range with snow-capped peaks and a cloudy sky and some grassland in the foreground.

    "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.

  • Black and white illustration of a person punching a punching bag, with a thumb-up and stars above their head.

    “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

Meet Your Advisors

Featured
Ron Sanders
Ron Sanders

Co‑Founder & Managing Partner

Dan Miller CFP®
Dan Miller CFP®

Wealth Advisor

Christel Turkiewicz, CRPC®, CDFA®
Christel Turkiewicz, CRPC®, CDFA®

Wealth Advisor

William Snider
William Snider

Wealth Advisor

Scott A. Rojas, CFP®
Scott A. Rojas, CFP®

Wealth Advisor

View More Advisors

At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.

Our Philosophy

Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.

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FAQs

  • Our financial planning services typically include retirement planning, investment strategy, tax planning, estate planning, insurance review, and ongoing financial goal tracking — all tailored to your specific needs.

  • Yes, our advisors operate as fiduciaries, which means they are legally required to act in your best interest — offering advice without commission-based conflicts.

  • Yes. We work with small business owners to address both personal and business financial needs, including succession planning, retirement, and tax optimization.

  • Online financial planning allows you to interact with experienced advisors virtually, access secure digital tools, and review or adjust your plan from anywhere, anytime.

  • No. Financial planning is valuable at any income level. Whether you're starting out or preparing for retirement, having a structured plan helps you make better decisions and build long-term financial confidence.

  • Investment management focuses on your portfolio, while financial planning takes a broader view — including budgeting, tax strategies, retirement goals, and risk management to support your entire financial picture.

  • Financial plans are reviewed regularly, often annually or after significant life changes such as a career shift, new family goals, or changes in income.

  • Yes. Our advisors include tax considerations in your investment strategy to help minimize liabilities and maximize after-tax returns.

  • We don’t use a one-size-fits-all model. Each plan is built around your financial goals, risk tolerance, life stage, and future aspirations — with flexibility for updates over time.

  • You can start by contacting us to schedule an introductory discussion. We'll explain our approach, understand your goals, and outline the next steps based on your situation.

Ready to start planning your future? Let’s talk.

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.

Currently helping clients nationwide with clients in major cities such as San Francisco, New York and Los Angeles

Schedule a Free Consultation