Resources (a OneDigital Company) Acquires Montgomery Retirement Plan Advisors
July 16, 2020
Resources Investment Advisors, a OneDigital company, has acquired Montgomery Retirement Plan Advisors (MRPA) and sister company Fidelis Fiduciary Management, both headquartered in Tampa, Florida. The deal expands OneDigital's retirement and wealth management capabilities and scale — MRPA brings a strong presence in government defined contribution plans and manages over $2 billion in assets.
- Buyers
- Resources Investment Advisors (A OneDigital Company), OneDigital
- Targets
- Montgomery Retirement Plan Advisors, Fidelis Fiduciary Management
- Platforms
- Resources Investment Advisors (A OneDigital Company)
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Addon
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