Ortner, O'Brien and Ortner Become OneSource Retirement Advisors

MALVERN, Pa., Dec. 2, 2014 /PRNewswire/ -- Ortner, O'Brien and Ortner Advisory Group, Inc. have adopted a new name, OneSource Retirement Advisors, reflecting its expertise in the transitions from retirement planning through retirement living. 

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According to OneSource president John O'Brien, CFP, Ortner, O'Brien and Ortner built its business around helping customers through retirement transitions:  "The new name reflects our unique, multi-disciplinary advisory role. We bring together three areas critical to retirement -- investment management, tax planning, and estate counseling.

"Among the baby boomers retiring in America every day are a wealthy group that requires customized retirement advice," explains O'Brien.  "What keeps them up at night?  Creating lifetime income.  Passing assets on to their heirs.  Paying fewer income taxes.  These interconnected problems demand the multi-disciplinary approach OneSource offers."

O'Brien continues, "Only eight percent of all advisors provide a total wealth management solution, yet surveys show over and over that the emerging affluent customer wants a coordinated solution.

"We offer another difference, too: while the typical broker opens accounts and only gets paid to invest, our consultative fee-based model revolves only around the interests of the client."

ABOUT ONESOURCE RETIREMENT ADVISORS

Founded in 1999, Malvern-based OneSource Retirement Advisors (formerly Ortner, O'Brien and Ortner) has grown to over $250MM in assets under management.  The company helps its customers through retirement transitions using a unique multi-disciplinary approach comprising investment management, tax planning, and estate counseling.  This method allows the firm to consider and solve problems outside of traditional financial boundaries.

Press Contact:
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ITA Communications
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SOURCE OneSource Retirement Advisors