ONESOURCE WEALTH ADVISORS

Overview

Onesource Wealth Advisors is an independent, owner-operated RIA structured as a limited liability company that manages tailored portfolios for individuals and families. The firm acts as a capital allocator, with a clear tilt toward publicly traded equities and exchange-traded vehicles as its primary portfolio building blocks. Investment activity centers on equity exposure delivered through exchange-traded equities and ETFs, supplemented with mutual funds and separate managed accounts when appropriate. The adviser provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support, selection and oversight of third‑party managers, and educational seminars. It also operates as an insurance broker, which can be integrated into client planning and risk-transfer strategies. Onesource does not position itself as an active ESG investor; instead its allocations emphasize traditional equity and income-producing solutions, with a portion of client capital directed to external real estate/REIT managers for alternative real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices