Deals & People December 2, 2014

Ortner, O’Brien and Ortner Becomes OneSource Retirement Advisors

Ortner, O’Brien and Ortner Advisory Group, Inc. adopted the name OneSource Retirement Advisors to reflect its focus on helping clients plan for and navigate retirement.

Reported by

PLANADVISER staff

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.