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Financial Planning & Investment Services

You’ve got financial goals. We’re here to listen.

We understand making financial decisions can be overwhelming. OneWealth Partners’ low-key approach to investment planning helps you find the solutions right for you and your loved ones.

Whether it’s college funds or medical expenses, we’ll help you plan around life’s major events and uncertainty. We’re committed to providing excellent personalized service, and the education and understanding you need to make financial decisions.

OneWealth Partners offers a comprehensive range of financial products and services to help you accomplish your goals.

Browse our services below, and connect with your Leawood financial advisor at OneWealth Partners today.

Financial Planning

Whether you’re planning for retirement or a new business venture, we listen as you explain your needs, dreams, and concerns to understand what’s important to you.Then, together we’ll design a personalized, strategic plan that supports your vision for success. Our custom financial planning services include:

  • Investing
  • Insurance
  • Annuities
  • IRAs
  • Retirement
  • Life-style changes
  • Giving
  • Education
  • And more

Ready to Feel Confident in Your Future?

When life happens, we're here for you whenever you need us.

Let’s chat. Call us or stop by our office in Town Center Plaza in Leawood today. 

Let's Talk

Business Planning

To reach your business goals, you need a blueprint for success.

Our financial advisors help you assess priorities and explore strategies that fit your goals. Your OneWealth Partners advisor can help you with retirement planning, retirement

income distribution, cash management solutions for you and your employees, and much more.

We can help with:

  • Business Valuation - Assess a variety of income, market and asset tactics to discover strategies that best suit your goals.
  • Buy-Sell Agreements – Develop a definite plan of action for business valuation and source of funding when you are retirement ready.
  • Business Insurance - Having secure, personalized business insurance can offer invaluable protection for you and your employees.

Where Would You Like to Grow?

Opportunities await. Schedule a free consultation with OneWealth Partners today.

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Retirement Planning

Retirement planning doesn’t have to be difficult. With OneWealth Partners on your team, we make it easy for you to feel confident about your future.

We’ll answer your questions and discuss important decisions like when to take social security, how to handle retirement income distribution, and more.

We can help address:

  • Employer qualified retirement benefits
  • Personal savings and investments
  • Social security
  • Medicare coverage

Schedule a Free Consultation

Connect with one of our friendly Leawood financial advisors to schedule a free consultation. We’ll review your goals and help you explore potential strategies to reach them. 

Let's Talk