A complete list of active advisors currently associated with OneSource Wealth Management

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

OneSource Wealth Management provides discretionary investment management, financial planning and retirement plan consulting to individuals, high net worth clients, trusts, estates and businesses. The brochure states the firm also works with pension and profit-sharing plans and includes participant education as part of its retirement plan services. The firm describes a fundamentally driven, primarily long-term investment approach while noting it will rebalance or trade short‑term as needed to meet client objectives. Portfolios are typically built from mutual funds and ETFs but the adviser discloses using individual stocks, bonds and derivative strategies (including options) and facilitating margin transactions where appropriate. Noteworthy details in the ADV include an explicit discussion of options and margin risks, the firm’s retirement plan participant‑education offerings, and that certain supervised persons are licensed insurance agents who may receive commissions for insurance recommendations. The brochure also discloses arrangements to compensate promoters for client referrals and references a consumer‑facing website, reflecting active referral and marketing channels beyond the typical AUM‑based portfolio management services.

To learn more about the advisors currently working at OneSource Wealth Management, 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.