OneSource Retirement Advisers will continue to provide retirement transition support that covers investment management, tax planning and estate counseling under the new brand.
“The new name reflects our unique, multi-disciplinary advisory role,” says John O’Brien, OneSource president. “Only 8% of all advisers provide a total wealth management solution, yet surveys show over and over that the emerging affluent customer wants a coordinated solution.”
The Malvern, Pennsylvania-based company has grown to over $250 million in assets under management. OneSource uses its multi-disciplinary approach to solve problems and work with customers on transitions from retirement planning through retirement living.
More on the firm is available here.