Investment and Wealth Management for Business, Families and Individuals. OneSource Health and Wealth Management is an independent registered investment advisory firm and insurance agency. After helping hundreds of business groups, and thousands of employees with their benefits and insurance needs, we recognized that our clients needed broader financial planning and asset management solutions that worked in conjunction with their core benefits. Our Mission At OneSource Advisors we are dedicated to serving you, a member of our community. The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care. In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your investment and insurance needs. If you are tired of less than adequate results and service, please call us today or click and complete the Contact Us information to schedule your no obligation consultation. We look forward to helping you exceed your financial dreams. Our Expertise With over 100 years of combined investment and wealth management experience, OneSource Our Passion Helping our clients with customized investment and insurance solutions utilizing a goals based financial planning approach. Creating exclusive financial strategies for individuals and families to meet or exceed their goals and objectives, before and during retirement.