OneDigital Investment Advisors Acquires Gouldin & McCarthy, LLC
January 13, 2022
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.
- Buyers
- OneDigital Investment Advisors (OneDigital)
- Targets
- Gouldin & McCarthy, LLC
- Industry
- Financial Services
- Location
- New Jersey, United States
- Transaction Type
- Buyout
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