ONE Advisory Partners — A Virtual Family Office for your next chapter

A Virtual Family Office Designed for Your Next Chapter

Integrated financial, tax, and legal guidance for successful, busy professionals — helping you move from building wealth to living well.

SCHEDULE A CALL

A complimentary introductory call. For households with $2M+ in investable assets.

WHO WE WORK WITH

Our planning is built for successful professionals and families with $2 million or more in investable assets.

FIDUCIARY · FEE-ONLY

No commissions

Advice aligned to you, never to a sales quota.

ONE COORDINATED TEAM

Financial, tax, and legal

Planners, investment managers, tax pros, and attorneys under one roof.

A WRITTEN PLAN

Clarity, not guesswork

Most $2M+ households have an advisor but no written income plan.

DOES THIS SOUND FAMILIAR?

You've built real wealth. What you don't have is one coordinated plan for what comes next.

Five things we hear from successful professionals before they sit down with us.

You have $2 million or more invested and an advisor who manages the portfolio, but no single written plan for income, tax, and legacy.
Your financial, tax, and legal advice all live in separate places and none of them talk to each other.
You're moving from building wealth to living off it, and the strategy that got you here is not the one that carries you through.
You're paying for advice but you're not sure whether it's truly unbiased or driven by commissions and product sales.
You're busy and time is your most valuable asset, yet managing your financial life keeps taking more of it, not less.

THE VIRTUAL FAMILY OFFICE DIFFERENCE

One team, one plan, one flat fee — different than the big, impersonal firms.

We saw a need for integrated financial, tax, and legal advice for successful, busy professionals. Here's what that looks like in practice.

Integrated Advice

Financial planning, investment management, tax, and legal coordinated under one roof.

A Written Income Plan

A clear, documented strategy for turning your assets into income for your next chapter.

Fiduciary and Fee-Only

Transparent, flat-fee guidance with no commissions and no sales pressure.

Your Time, Protected

We take the complexity off your plate so your most valuable asset — time — stays yours.

MEET THE TEAM

The people who will coordinate your entire financial life.

A fiduciary team bringing financial planning, investment management, tax, and legal expertise together for you.

Ron Sanders

Co-Founder & Managing Partner

CFP · AIF

32+ years in investment management, focused on helping busy professionals preserve their most valuable asset: time.

Dan Miller

Private Wealth Manager

CFP · CRPC

A CERTIFIED FINANCIAL PLANNER professional helping clients see how every financial piece fits together.

ONE Advisory Legal & Tax

Integrated Tax & Legal Team

J.D. · CDFA

In-house tax and legal coordination so your plan is built and executed under one roof.

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WHAT OUR CLIENTS SAY

Google

5.0 based on client reviews

"For the first time everything is in one place. Our investments, our taxes, and our estate plan finally work together instead of pulling in different directions. We always know what the plan is."

James & Carol H. Clients since 2024

"I had a good advisor for years but never a written income plan. ONE gave us a clear strategy for the next chapter and the flat fee means I trust the advice is genuinely for us."

Michael R. Retired Attorney

"What I value most is my time, and they gave it back to me. The coordination between the financial, tax, and legal side is something my old firm never offered."

Susan L. Business Owner

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ABOUT ONE ADVISORY PARTNERS

We built the firm we wished existed for busy, successful professionals.

We saw a need for integrated financial, tax, and legal advice for successful, busy professionals. So yes, we are different than the big, impersonal brokerage and advisory firms — and our clients wouldn't have it any other way. As a fiduciary, fee-only Virtual Family Office, we bring financial planners, investment managers, tax professionals, and attorneys into one coordinated team under a single transparent flat fee.

Our mission is to bring clarity and confidence to your journey from building wealth to living well. We help you preserve your most valuable asset — your time — while making sure every part of your financial life is working together toward the next chapter.

SCHEDULE A CALL

BEFORE YOUR CALL

Questions professionals ask first.

Is the call really complimentary?

Yes. The introductory call is a no-cost, no-obligation conversation to understand your situation and see whether the Virtual Family Office model is the right fit.

Who is this for?

Successful professionals and families with $2 million or more in investable assets who want integrated financial, tax, and legal guidance under one coordinated team.

What is a Virtual Family Office?

It's a model traditionally reserved for the ultra-wealthy: one coordinated team of planners, investment managers, tax professionals, and attorneys managing your whole financial picture together, delivered for a transparent flat fee.

How are you different from my current advisor?

Most advisors manage your portfolio. We coordinate your financial, tax, and legal life into one written plan, as a fiduciary, fee-only firm with no commissions or sales pressure.

What happens on the call?

We learn about your situation, your next chapter, and what's currently coordinated versus fragmented. If we're a fit, we'll outline what working together would look like. If we're not, we'll tell you honestly.

Will my information be kept private?

Yes. Anything you share is confidential and used only to understand whether and how we can help. We never sell or share your information.

YOUR NEXT CHAPTER STARTS WITH ONE CONVERSATION

Move from building wealth to living well.

Schedule a complimentary introductory call with ONE Advisory Partners. For successful professionals and families with $2 million or more in investable assets.

SCHEDULE A CALL

Complimentary and no obligation. One coordinated team, one flat fee.