OneDigital Investment Advisors Acquires KZ Wealth Management

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 KB Financial Partners

September 27, 2022

Financial Services

OneDigital Investment Advisors, the SEC-registered subsidiary of OneDigital, has acquired KB Financial Partners, LLC and KB Financial Advisory Partners, LLC, a New Jersey–based wealth management, family office, and corporate finance advisory firm. The 28-person KB team will expand OneDigital's wealth management and family office capabilities and increases OneDigital Investment Advisors' assets under management to approximately $107.8 billion.

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 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 Westminster Consulting, LLC

April 22, 2021

Wealth Management

OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired Westminster Consulting, LLC to expand its retirement and wealth advisory capabilities. The acquisition adds roughly $6 billion in assets under management across more than 71 retirement plans and brings the Westminster team into OneDigital's offices in Rochester, Syracuse, Princeton and Great River, NY.

OneDigital Investment Advisors Acquires Vertical Financial Group Offices

January 19, 2021

Financial Services

OneDigital Investment Advisors, a wholly-owned subsidiary of OneDigital, has acquired three offices of Vertical Financial Group in St. Louis, Overland Park and Chicago, expanding OneDigital's retirement and wealth capabilities. The move adds over 80 retirement plans (~$1B in plan assets) and wealth management for 400+ households to OneDigital's Retirement & Wealth vertical.