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Lifestyle Firm for Financial Advisors

Join a lifestyle-focused firm built for successful financial advisors who want to grow smarter, enjoy flexibility, and build lasting freedom. Work from anywhere as you scale your practice with a firm that supports your goals.

Talk to a Recruiter

Our Financial Advisor Benefits

  • Search icon

    Grow the way you want, without bureaucracy

  • Paperwork

    Work with clients from anywhere in the world.

  • Phone

    Free up time for what matters most.

  • Laptop

    Keep more of what you earn.

  • Notepad

    Take real time off without compromising client care.

  • Paperwork

    Proven Marketing Engine

Book a Discovery Call

Are You A Fit?.

But if you’re an experienced financial advisor looking for more freedom, efficiency, and support from a recruiting firm that truly understands your lifestyle goals, we might be the right fit for you.

We may be a great fit if you:

  • Are a fiduciary, planning-focused advisor ready to delegate operations and scale efficiently.

  • Manage $25M+ AUM or generate $250k+ in recurring revenue.

  • Want to enjoy up to 100 days off per year without sacrificing growth.

  • Prefer qualified appointments delivered directly to your calendar instead of spending time prospecting.

  • Value independence, balance, and performance, the hallmarks of a lifestyle firm for financial advisors.

Woman with shoulder-length dark hair working on a laptop at a cluttered desk in a bright room with large windows and houseplants.

Stop choosing between growth and balance.

Our team will help you design a plan to achieve both — starting with one call.

Schedule your introductory call today to learn how ONE Advisory Partners can power your next chapter.

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We Built the Operating System for the Ultra-Lifestyle Advisor™

Everything you need to grow and scale a successful advisory practice with less friction and more freedom.

  • No Paperwork Burden – Our dedicated recruiting and back-office teams manage onboarding, maintenance, and administrative details so you can focus on clients.

  • Compliance Made Easy – Firm-level E&O coverage and streamlined compliance workflows designed for financial advisors nationwide.

  • Key Staff as a Force Multiplier – Gain support from our experienced recruiting specialists and operations staff who help you run efficiently.

  • Integrated Tech Stack – Access best-in-class tools that keep your advisory business connected and compliant from anywhere.

  • Proven Marketing Engine – Our “Cold to Gold” system delivers qualified leads directly to your calendar so your pipeline stays active.

Client Testimonials / Success Stories

  • 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

FAQs

  • We’re a lifestyle firm focused on helping advisors grow with balance. Our platform combines tech, compliance, and marketing support so advisors can scale their business while enjoying more flexibility.

  • Our process starts with a discovery call to understand your goals, AUM, and client base. From there, we match you with opportunities that align with your lifestyle preferences, growth targets, and compliance requirements. Every step is handled by our recruiting specialists to ensure a smooth transition.

  • Both. We partner with independent RIAs, wirehouse breakaways, and hybrid advisors nationwide. Whether you’re looking for more autonomy or a better cultural fit, we’ll help you thrive.

  • You’ll have full access to marketing systems, integrated technology, compliance support, and our advisor success team. Our approach allows you to focus on clients while we handle recruiting, onboarding, and business operations.

  • We provide a proven “Cold to Gold” marketing system that generates qualified leads directly to your calendar. You’ll have access to done-for-you content, automation, and appointment-setting support so you can spend less time prospecting and more time meeting ideal clients.

  • Yes. We’re one of the few recruiting firms in the USA that fully supports remote financial advisors. Our virtual infrastructure makes it possible to manage your entire advisory practice from anywhere.

Partner with a financial advisor firm that delivers an elite experience.

Let’s Discuss Your Career Path