OneSource
- Health & Wealth Management -

CONNECT

Address:

80 Iron Point Circle
Suite 200
Folsom, CA 95630

Phone:

888.268.8884

The Firm


Our Beginning

Founded by Chad L. Frazier, OneSource Health and Wealth Management is an independent registered investment advisory firm and insurance agency.

We first established a OneSource Advisors, LLC to address the needs of small to mid-sized businesses, giving employers and their employees access to attractive rates and plans from carriers typically only given to large organizations.

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 Passion

Helping our clients with customized benefit, investment and insurance solutions utilizing a cash flow based financial planning approach.Creating exclusive financial strategies for businesses, employers, individuals and families to meet or exceed their goals and objectives, before and during retirement.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck