OneDigital Acquires DS Benefits Group

OneDigital Acquires Novem Benefits from Novem Group

January 26, 2021

Insurance

OneDigital has acquired the employee benefits division of Novem Group — Novem Benefits — expanding its Northeast footprint with a new Rochester, New York office. The division will operate under the OneDigital brand, with Novem leadership joining OneDigital's regional team while Novem Group continues as an independent registered investment adviser.

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 HM Employee Benefits and Risk Management

February 11, 2021

Insurance

OneDigital acquired HM Employee Benefits and Risk Management, a St. Louis-based employee benefits and risk management firm, bringing approximately 130 employees into OneDigital. The deal expands OneDigital’s capabilities by adding property & casualty (P&C) services to its existing health, retirement/wealth and HR advisory offerings, enabling a more holistic multiline agency 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 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 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.