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About One Source Advisory Services |
| We are an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. For 25 years, we have been providing financial services to our valued clients. Our expertise include, retirement planning, tax planning, wealth management and small business consulting. We provide customized financial planning solutions through a fee-based relationship. Our advice is objective and independent. Our solutions are client-focused and not product-specific. We utilize a consultative planning process that allows us to fully understand your needs and objectives. Our work includes an active planning relationship with periodic monitoring and adjustments as needed. Our financial planning and investment advisory services have no bias to products or proprietary services. We commit to deliver personal attention, wealth management expertise in an active planning relationship that helps you achieve financial success. |
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General Information |
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| Name of Custodial Firm: |
LPL FINANCIAL
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| Name of Broker/Dealer: |
LPL FINANCIAL
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Firm Information |
| Firm's Number of Clients: |
110
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| Firm's Number of Planning Clients: |
50
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| Firm's Number of Managed Clients: |
110
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