OneSource Retirement Advisors - Ownership and Business Overview

Financial ServicesCompany

OneSource Retirement Advisors Ownership

Who owns OneSource Retirement Advisors?

OneSource Retirement Advisors is owned by Wealth Enhancement Group. It was acquired on September 18, 2018.

OneSource Retirement Advisors Business Overview

Where is OneSource Retirement Advisors headquartered?

OneSource Retirement Advisors is headquartered in Malvern, Pennsylvania.

What sector is OneSource Retirement Advisors in?

OneSource Retirement Advisors is a financial services company.

When was OneSource Retirement Advisors founded?

OneSource Retirement Advisors was founded in 2017.

Financial Services M&A Summary in 2018

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2018. The largest financial services acquisition in 2018 was MB Financial - which was acquired by Fifth Third Bancorp for $4.7B.

Join Mergr to view all 200 acquisitions of financial services companies in 2018, including 31 acquisitions by private equity firms, and 169 by strategics.

OneSource Retirement Advisors

4 Mystic Ln,
Malvern, Pennsylvania 19355
United States,
(610) 251-9393
www.onesourceretirement.com

OneSource Retirement Advisors is an independent financial advisory practice with $276 million in client assets based in Malvern, Pennsylvania, in the greater Philadelphia metropolitan area. OneSource Retirement Advisors, led by President John O'Brien, CFP® and Vice President Frank Ortner III, CPA, PFS, brings together extensive planning and portfolio management experience with legal and accounting expertise to help clients pursue financial independence and personal fulfillment in the years leading up to and during retirement. The firm currently serves approximately 200 clients from its office in Malvern.


Company Summary

SECTOR

Financial Services

Established

2017

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