OneDigital Acquires Westminster Consulting, LLC

OneDigital Acquires Praxis Consulting Inc.

September 30, 2021

Wealth Management

OneDigital Investment Advisors, the SEC-registered investment adviser and subsidiary of OneDigital, acquired Praxis Consulting Inc., a Sacramento-based retirement plan consulting and investment management firm led by Mark Ray. The deal brings Praxis' ~$240M in plan assets and ~$110M in personal advisory assets into OneDigital's Retirement and Wealth division and expands OneDigital’s retirement consulting capabilities and geographic presence.

OneDigital Acquires Resources Investment Advisors

February 4, 2020

Financial Services

OneDigital has acquired Resources Investment Advisors, LLC, an Overland Park, Kansas-based SEC-registered retirement plan and investment advisory firm founded in 1987. The deal expands OneDigital's capabilities by integrating retirement plan consulting and wealth management with its healthcare benefits offering to deliver a holistic employee wellbeing solution.

OneDigital Investment Advisors Acquires KZ Wealth Management

May 11, 2021

Financial Services

OneDigital Investment Advisors, the SEC-registered RIA and wholly owned subsidiary of OneDigital, has acquired KZ Wealth Management, including its Applied Pension Services subsidiary and roughly $600 million in plan assets. The deal expands OneDigital's retirement and wealth capabilities by adding management for ~160 plans, administration for ~300 additional plans, and enhanced actuarial and pension administration services.

OneDigital Acquires Keystone Retirement & Insurance Advisors LLC

April 29, 2021

Wealth Management

OneDigital Investment Advisors, a wholly-owned registered investment advisor of OneDigital, has acquired Houston-based Keystone Retirement & Insurance Advisors LLC. Keystone will continue to manage approximately $240 million in plan assets and join OneDigital's Houston office as OneDigital expands its retirement, wealth and employee benefits capabilities in the region.

OneDigital Investment Advisors Acquires WealthSource Partners

January 31, 2024

Financial Services

OneDigital Investment Advisors, the SEC-registered wealth arm of OneDigital, has acquired WealthSource Partners, adding more than $2.0 billion in advisory assets and a 44-person team across nine states to OneDigital's platform. The deal expands OneDigital's wealth-management capabilities and client reach, bringing approximately 2,000 client families into its advisory platform.

OneDigital Acquires Signature Wealth Management Group

November 11, 2025

Financial Services

OneDigital Investment Advisors LLC (a subsidiary of OneDigital) has acquired Signature Wealth Management Group (SWMG), a nine-person Atlanta-based wealth and retirement advisory firm that manages nearly 2,000 accounts. The deal expands OneDigital’s financial services capabilities in the South, strengthens its Atlanta presence, and integrates SWMG into OneDigital’s national platform; SWMG was represented by FP Transitions in the transaction.