OneDigital Acquires Refined Benefits (Sullivan)

OneDigital Acquires Your Benefits Partner, LLC

March 24, 2021

Insurance

OneDigital has acquired Your Benefits Partner, LLC, a Glen Allen/Richmond, Virginia-based employee benefits and HR consulting firm, to expand its capabilities and scale across the Mid-Atlantic region. The Your Benefits Partner team will integrate with OneDigital’s Richmond office and founder Debbie Stocks will join OneDigital as Principal, Senior Client Executive, giving clients access to OneDigital’s broader benefits, HR consulting, technology and retirement/wealth solutions.

OneDigital Acquires Selden Beattie, Inc.

October 21, 2020

Insurance

OneDigital has acquired Selden Beattie, a Coral Gables, Florida-based employee benefits advisory firm led by Beverly Beattie. The deal establishes OneDigital's 10th office in Florida and strengthens its presence and client reach across the Southeast by adding Selden Beattie's benefits strategy, HR advisory and plan-funding expertise to OneDigital's national platform.

OneDigital Acquires Bouchey & Clarke Benefits, Inc.

February 17, 2022

Insurance

OneDigital acquired Bouchey & Clarke Benefits, Inc., a Troy, New York-based employee benefits broker, as part of its continued expansion across New York. Bouchey & Clarke’s leadership will remain in place, and the acquisition is intended to extend OneDigital’s advisory and benefits administration capabilities across its Greater New York footprint.

OneDigital Acquires DS Benefits Group

September 3, 2020

Consulting

OneDigital has acquired DS Benefits Group, a human capital management and benefits consulting firm based in Medina, Ohio. The acquisition expands OneDigital’s presence in the Ohio market and adds DS Benefits Group’s employee benefits, HR administration and organizational development capabilities to OneDigital’s platform.

OneDigital Acquires Kistler Tiffany Benefits

January 13, 2020

Insurance

OneDigital has acquired Kistler Tiffany Benefits, a Berwyn, Pennsylvania-based employee benefits consulting firm and general agency. The deal — OneDigital's largest in the benefits space to date — expands OneDigital's footprint in the greater Philadelphia market and augments its capabilities in benefits, HR and compliance services.

OneDigital Investment Advisors Acquires Future Benefits Inc.

May 4, 2021

Financial Services

OneDigital Investment Advisors, the RIA subsidiary of OneDigital, has acquired Future Benefits Inc., a Cheshire, Connecticut-based wealth and retirement advisory firm. The deal brings Future Benefits' more than $1 billion in plan and wealth assets (over 400 plans/wealth relationships) into OneDigital's platform; Future Benefits will keep its Cheshire office and operate under OneDigital Investment Advisors' registered advisory.