A complete list of active advisors currently associated with ONESOURCE Wealth Advisors

Warmer can help you find a great advisor at ONESOURCE Wealth Advisors or one who fits your needs even better.

OneSource Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and employer retirement plans. As of December 31, 2025 the firm reported about $3.27 million in discretionary assets under management and operates with two advisory professionals serving a small client base. The firm typically implements discretionary portfolio management using fundamental, technical and charting analysis, and may engage sub‑advisors or third‑party money managers to execute model strategies while retaining overall client relationships and ongoing monitoring. Financial plans are delivered on a defined timetable (generally within 60 days with timely documentation), and the firm operates an investment committee in coordination with an affiliated advisor to review market trends and strategy. Noteworthy features include a regular program of public seminars and workshops (generally fee‑based in the $0–$149 range) and material principal involvement in licensed insurance activities; firm principals devote substantial portions of their time to selling insurance and receive commissions, a relationship the firm discloses and addresses as a potential conflict of interest. The firm also maintains multiple referral and sub‑advisor arrangements and discloses receipt of referral fees when clients are placed with third‑party managers.

To learn more about the advisors currently working at ONESOURCE Wealth Advisors, 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.