Dan Miller, CFP®
Wealth Strategies for Successful, Busy Professionals
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ONE Advisory Partners
Dan Miller, CFP®
Overland Park, KS
Serving Clients Nationwide
Wealth Strategies for Successful, Busy Professionals
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Dan Miller. I serve as a Private Wealth Manager at ONE Advisory Partners, a Virtual Family Office (VFO) focused on helping successful, busy professionals preserve their most valuable asset: time.My goals are to help professionals:
✔️ Preserve their time: Their most valuable asset.
✔️ Know their trajectory: Have a clear direction for financial independence.
✔️ Maximize benefits: Make their firm's retirement plans work optimally for them.
✔️ See the whole picture: Understand how their disparate financial pieces fit together.
I joined ONE Advisory Partners in 2015. Prior to joining the firm, I was an Investment Adviser Representative with Cambridge Investment Research Advisors, Inc. from 2005 through 2015, where I operated my wealth management firm, Miller Financial Services. In 2006, I became a CERTIFIED FINANCIAL PLANNER™ professional.
I received a Bachelor of Business Degree in Finance from the University of San Diego in 1990.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
5440 W. 110th Street, Building 2, Ste. 300, Overland Park, KS 66211
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Are you ready to stop worrying you won’t reach the future you want because you are too busy to manage your finances? Take the first step to feeling confident you finally have a solid plan of action to achieve financial independence. Schedule an introductory call today by clicking the 'Book Intro Call' button above. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
You are a professional with an overflowing plate of responsibilities and a desire to work on your terms. But your financial picture is a complicated one with many pieces.The worry gnaws at you that you might make mistakes or miss out on opportunities. Yet you just don't have the bandwidth to tackle your finances.
At ONE Advisory Partners, we take on the details of your wealth strategies so you can finally feel confident you have a solid plan of action to achieve your financial independence.
We are an independent Registered Investment Advisor based in Overland Park, KS, helping successful professionals who are too busy to manage their finances on their own. Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals average over 20 years of experience.
Savvy professionals who lack the time, expertise, and willingness for financial planning and are happy to delegate the responsibility to an experienced team of advisors. We are here to help you:
✔️ Feel confident that you have more time to live your life
✔️ Achieve a work-optional status in your career
✔️ Plan for other life-enhancing goals
Successful professionals have been delegating their wealth strategies to us for over 20 years. Our team of financial, investment, and tax planners will collaborate on your behalf to implement your wealth strategies.
The majority of our clients include attorneys, physicians, dentists, veterinarians, corporate executives, and entrepreneurs.
Click the 'Book Intro Call' button above to schedule an introductory consultation. We look forward to speaking with you.
Education
University of San Diego - Knauss School of Business, Bachelor’s Degree, Business Administration, Concentration in Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Physicians
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