Addition Expands OneDigital’s National Wealth Management Presence in Nine States
OVERLAND PARK, KS – January 31, 2024 - OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, a leading insurance brokerage, financial services and HR consulting firm (“OneDigital”), today announced the addition of WealthSource Partners (WealthSource). The addition of WealthSource to OneDigital’s over $100 billion in assets under management platform will expand OneDigital’s growing footprint in wealth management advisory services. At the close of the transaction, WealthSource had over $2.0 billion in wealth management advisory assets.
WealthSource is a financial services company specializing in comprehensive financial planning, investment management, and insurance solutions. Bringing more than 25 years of financial and M&A experience, the 44-person WealthSource team, located across 9 states including CA, AZ, UT, CO, OK, TX, OH, TN and FL, will continue to service approximately 2,000 client families with their personal, client-centric approach.
We’re delighted to welcome the WealthSource team and weave their valuable expertise into our robust team of dedicated financial advisers. The wealth management industry is highly complex and demanding and, together with WealthSource, we will meet the increasing challenges with our depth of knowledge and mutual desire to put our clients’ needs first.
— Vincent Morris, President Retirement + Wealth, OneDigital
“Together with OneDigital, we are better positioned to serve our clients with an even more comprehensive suite of services, including advanced financial planning tools, robust investment strategies, and a wider network of expertise,” jointly stated WealthSource co-founders, Bryan Sullivan, Chief Executive Officer, Eric Patton, Chief Financial Officer, and Jon Dubravac, Chief Business Development Officer. “We share a commitment to excellence, a client-centric approach, and a vision for the future of wealth management.”
OneDigital remains dedicated to expanding its consumer platform through strategic acquisitions, providing comprehensive solutions that safeguard clients against risks, support their individual health needs, and address unique financial goals through wealth management consulting.
About OneDigital
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. More information about the company can be found here.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
About WealthSource Partners
In 2016, WealthSource Partners was formed when Bryan Sullivan of Vellum Financial and Eric Patton and Jon Dubravac of Avant-Garde Advisors combined their firms. WealthSource was built on a foundation of best-in-class investment and financial planning experts with state-of-the-art technology. With a client-first mentality, WealthSource’s principle is that people deserve financial advice that benefits them, not their financial advisor. For more information, visit wealthsource.com.
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