Jonathan Booze J.D., CFP®, AIF®

Investment ManagementRetirement PlanningTaxesHigh Net WorthInherited Wealth
Written By Knapsack
 

Senior Partner & Co‑Founder

Areas of Focus

  • High Net Worth

  • Inherited Wealth

  • Investment Management

  • Retirement Planning

  • Taxes

Overland Park, KS
(serving clients nationwide)

 
 

Qualifications & Experience

  • B.A. in Oxbridge Institutions & Policy, William Jewell College (1992)

  • MBA in Finance, Bloch School of Business, University of Missouri–Kansas City

  • Juris Doctor, University of Kansas School of Law (1999)

  • Accredited Investment Fiduciary (AIF®), CERTIFIED FINANCIAL PLANNER® (CFP®), J.D., M.B.A.

  • Over 20 years of experience advising high-net-worth families on wealth management, tax-efficient planning, investment strategies, and charitable giving

  • Began in investor relations, later transitioned to law specializing in employee benefits and executive compensation

About

Jonathan L. Booze is co‑founder and Senior Partner of ONE Advisory Partners. He earned a B.A. in Oxbridge Institutions and Policy from William Jewell College in 1992, an MBA in Finance from the University of Missouri–Kansas City in 1996, and a Juris Doctor from the University of Kansas School of Law in 1999. With more than 20 years of combined legal and financial experience, he began his career in investor relations before serving as an attorney specializing in employee benefits and executive compensation.

At ONE Advisory Partners, Jonathan advises high‑net‑worth families, focusing on wealth management, retirement planning, tax‑efficient strategies, and charitable giving. He helps clients preserve what he calls their most valuable asset, time, by clarifying their financial trajectory, maximizing employer retirement plans, and integrating all elements of their financial lives. His background enables him to deliver well‑rounded advice rooted in both legal insight and financial strategy.

Knapsack

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https://www.knapsackcreative.com
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