OneDigital Investment Advisors Acquires Chuck Furr Wealth Management Practice

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 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 Investment Advisors Acquires KZ Wealth Management

May 11, 2021

Financial Services

OneDigital Investment Advisors, the SEC-registered RIA and wholly owned subsidiary of OneDigital, has acquired KZ Wealth Management, including its Applied Pension Services subsidiary and roughly $600 million in plan assets. The deal expands OneDigital's retirement and wealth capabilities by adding management for ~160 plans, administration for ~300 additional plans, and enhanced actuarial and pension administration 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.

OneDigital Investment Advisors Acquires Assets of Fulcrum Partners

January 28, 2021

Wealth Management

OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital, has acquired the assets of Fulcrum Partners, expanding OneDigital's retirement and wealth management capabilities into the nonqualified deferred compensation (NQDC) market. The deal brings roughly $7 billion in additional nonqualified plan assets under advisement and transfers 12 advisors (17 employees) from Fulcrum into OneDigital.

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.