Everything you need to prepare for and prosper in retirement
OneSource Retirement Advisors was founded in 1999 as Ortner, O'Brien and Ortner. While providing complete wealth management services, Frank Ortner, Jr., John O'Brien, and Frank Ortner III uniquely combined investment management, tax planning and estate planning for a holistic approach that ensured the best possible financial advice.
OneSource also set out to give its customers - including retirees, executives and emerging affluent professional 50-somethings -- a better alternative than traditional commission-based charges, too. It simply charged an asset management fee on the money being managed for a client. While the typical broker only gets paid to invest, OneSource consultative fee-based model serves only the interest of the customer!
Retirement and estate planning as well as tax services are included in one flat fee. As a result, clients get comprehensive wealth management for the same fee or less than what big investment firms charge for just asset management.
Now in its 15th year of delivering exceptional value to its customers, OneSource Retirement Advisors has grown to over $250MM in assets under management. Its name now reflects its focus on helping customers through retirement transitions using its multi-disciplinary approach.