Your Trusted Partner for Retirement Planning in New York
Gain peace of mind with expert retirement planning in New York. Our fiduciary advisors provide personalized strategies for 401(k)s, retirement income, and long-term financial security. We help you overcome New York’s unique financial challenges with clarity and confidence.
Our Retirement Planning Services
Comprehensive Financial Services for a Confident Retirement
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Retirement Goal Setting
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Retirement Investment Planning
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Tax-efficient Withdrawal Strategies
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Social Security & Pension Optimization
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Healthcare & Long-Term Care Planning
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Estate & Legacy Planning
Helping New Yorkers Plan for a Confident Retirement
From busy professionals to retirees, we design strategies that protect your wealth and prepare you for the future.
Professionals Planning Ahead: Start early with smart retirement planning in New York that maximizes growth and tax efficiency.
Those Already Retired: Maintain your lifestyle with structured retirement income and wealth protection strategies.
NYC Entrepreneurs: Navigate business transitions while protecting personal finances through tailored retirement planning services.
High-Income Earners: Work with a fiduciary retirement plan advisor in New York to reduce tax burdens and achieve long-term financial freedom.
Our Step-by-Step Retirement Planning Process
We make retirement planning in New York straightforward, giving you confidence at every stage of your financial journey. Our fiduciary retirement plan advisors provide a structured process that adapts to your goals and lifestyle.
Discover & Define – We begin by understanding your financial picture, goals, and retirement vision.
Plan & Strategize – Together, we assess risks, set priorities, and design a tailored retirement roadmap.
Implement & Optimize – Your customized plan is put into action with ongoing adjustments to stay aligned with market conditions and your evolving needs.
Review & Refine – We revisit your plan regularly, ensuring it grows with you and remains effective for long-term security.
Why Choose One Advisory Partners
At ONE Advisory Partners, we put your interests first. As a fiduciary and fee-only retirement planning firm in New York, we provide transparent financial advice tailored to your unique situation. Every client deserves a personalized approach that reflects their goals and values, and our mission is to give you clarity and confidence throughout your financial journey.Our flat-fee structure ensures our guidance is aligned solely with your goals, free from commissions or product sales. With a team dedicated to education, empowerment, and measurable results, we support you through every stage of retirement planning.
We specialize in helping professionals, families, and retirees transition confidently into financial independence. From 401(k) strategies to retirement income planning in New York, we offer comprehensive retirement planning services designed around trust, clarity, and expert collaboration..
Client Testimonials / Success Stories
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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
Meet Your Retirement 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.
FAQs
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Retirement planning is essential in New York due to the city’s high cost of living and state taxes. A tailored plan ensures your income lasts and supports your lifestyle.
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Yes. Our fiduciary advisors act in your best interest and offer fee-only retirement planning services in New York with no commissions or product sales.
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A New York 401(k) plan advisor reviews your employer plan, optimizes contributions, and aligns it with IRAs or other retirement accounts for a more complete strategy.
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Absolutely. We help business owners create exit and succession strategies that protect both their business legacy and personal finances.
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No. We work with professionals, families, and business owners at every stage, from early career to retirement.
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Our specialists design tax-efficient strategies to maximize savings, investments, and legacy planning for high-income professionals in New York.
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Yes. We provide retirement planning specialists who create strategies for succession, 401(k) plan management, and integrating business wealth with personal retirement goals.
Plan for Retirement with Confidence
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.
