OneDigital Acquires Retirement Services Division of BayBridge Capital Group

OneDigital Investment Advisors Acquires Silicon Valley Retirement Services

January 1, 2026

Financial Services

OneDigital Investment Advisors announced it has acquired Silicon Valley Retirement Services, a San Jose-based independent retirement services firm. The transaction adds more than $1.4 billion in assets under advisement and is intended to expand OneDigital’s retirement capabilities across the West region.

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 Impact Benefits & Retirement and Strategic Employee Benefit Services of Oregon

May 26, 2021

Insurance

OneDigital has acquired Portland-based Impact Benefits & Retirement and Strategic Employee Benefit Services of Oregon to expand its Pacific-region presence. The acquisitions broaden OneDigital’s employee benefits, retirement/wealth and HR advisory capabilities and bring the two offices into OneDigital’s Pacific team under shared oversight.

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 Acquires Service Planning Corporation's Employee Benefits and Retirement Practice

July 14, 2020

Insurance

OneDigital has acquired the employee benefits and retirement practice of Service Planning Corporation (SPC) in Fort Lauderdale, Florida, bringing Rick Magill and his team into the OneDigital platform. The acquisition expands OneDigital's presence in southeast Florida and enhances its employee benefits and retirement advisory capabilities for regional employer clients.

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.