A complete list of active advisors currently associated with One Source Advisory Services, LLC

Warmer can help you find a great advisor at One Source Advisory Services, LLC or one who fits your needs even better.

One Source Advisory Services serves primarily retirees and small business owners, providing fee-based wealth management, investment advisory, and financial planning with integrated annual tax planning. The firm also offers consulting for small businesses and makes accounting and tax-preparation services available through an affiliated accounting firm, LRM Accounting & Tax Services LLC. Its investment approach uses Modern Portfolio Theory and asset allocation as the foundation for diversified portfolios composed mainly of ETFs, no-load mutual funds, and individual equities, with active portfolio management and periodic rebalancing. Advisory services include both discretionary and non-discretionary management, guidance on employer retirement accounts, and access to LPL Financial–sponsored platforms such as Strategic Wealth Management and Model Wealth Portfolios. Noteworthy for an independent, solo advisory practice, the firm is affiliated with an accounting practice (LRM) whose activities include seasonal tax return preparation and small-business accounting—about 40 hours monthly during the January–April season—alongside a separate small-business consulting entity. The brochure also documents that the firm advises on other financial products, including variable life and annuities, and permits strategies involving options and futures, features that are uncommon among peers in this category.

To learn more about the advisors currently working at One Source Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.