OneDigital Investment Advisors Acquires BoliColi

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 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.

OneDigital Acquires RobinsonBush, Inc.

July 20, 2020

Professional Services

OneDigital, a national employee benefits and strategic advisory firm headquartered in Atlanta, acquired RobinsonBush, Inc., an independent employee benefits consulting firm based in Orlando, Florida. The deal expands OneDigital’s footprint in Florida and the Southeast, while RobinsonBush will continue operating as an independent fee-for-service benefits consulting practice and gain access to OneDigital’s broader benefits, HR and technology resources.

OneDigital Investment Advisors Acquires Gouldin & McCarthy, LLC

January 13, 2022

Financial Services

OneDigital Investment Advisors, a subsidiary of OneDigital, has acquired the assets of Gouldin & McCarthy, LLC, a Basking Ridge, New Jersey-based personal financial planning and retirement plan consulting firm. The deal brings the G&M team into OneDigital to expand its wealth management and retirement consulting capabilities across the Northeast and deepen services for small-to-medium businesses and high-net-worth clients.

OneDigital Acquires Cost Plus Advisors, LLC

May 25, 2021

Insurance

OneDigital, a national health, retirement/wealth and HR advisory firm headquartered in Atlanta, acquired Cost Plus Advisors, LLC, a Vail-based benefits consulting firm that uses a Cost Plus (reference-based) pricing model. The acquisition expands OneDigital’s benefits division and adds cost-containment capabilities for self-funded plan sponsors, with Cost Plus’s team integrating under the OneDigital name.

OneDigital Acquires CAL Insurance

June 20, 2024

Insurance

OneDigital has acquired CAL Insurance, a San Francisco-based property and casualty insurance brokerage founded in 1927, to expand its P&C and risk management capabilities in the Western U.S. CAL’s leadership team, including CEO Joe DeLucchi and five principals, and the firm’s 26+ employees will join OneDigital to continue serving CAL’s ~2,000 clients across private clients, real estate, education, non-profits and commercial sectors. The acquisition strengthens OneDigital’s national presence and complements its employee benefits, PEO and risk-management offerings.