OneDigital Adds New Jersey-based Retirement and Wealth Firm
ATLANTA, GA – November 3, 2022 – OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired JFL Total Wealth Management (JFL). This acquisition of the New Jersey-based wealth management, retirement plan services and employee benefits firm marks OneDigital’s seventh strategic wealth management transaction in 2022.
JFL is a financial planning and wealth management practice specializing in comprehensive investment management, estate planning, retirement planning, proactive tax strategizing, insurance, and compliance and fiduciary services. President Jerry Lynch will be joining OneDigital along with his 5-member team, bringing approximately $300 million in assets under management across 383 private and corporate clients.
With the rapidly changing landscape of the financial planning industry, JFL wanted to continue to stay ahead of the curve and serve their clients with the most modern tools and products. With OneDigital’s collaborative support, infrastructure, technology and tools, this dynamic team can focus on what they do best—delivering comprehensive financial planning services to their clients. We are excited to have JFL join our expanding retirement and wealth footprint in New Jersey and nationally to help more Americans reach their retirement goals.
—David Hinderstein, Regional Senior Vice President, OneDigital Retirement + Wealth
"Over the last 25 years, JFL has prided itself on delivering customized financial planning and retirement management services and developing personal relationships with our clients and their families. OneDigital shares the same outlook with their clients and employees. We're very excited to join forces and continue to deliver on our mutual mission to everyone we serve,” said Jerry Lynch, President, JFL Total Wealth Management.
The addition of JFL increases OneDigital Investment Advisors’ total assets under management to approximately $108.1 billion, representing over one million participants and 41,000 individual accounts. Strategic partnerships have led to significant growth for OneDigital, fueling its investments in technology solutions and other resources that deliver efficiencies for broker partners and the customers they serve.
OneDigital is a steward of business growth and people potential. Our insurance, financial services and HR platform provide 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 100,000 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 services provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. To learn more, visit www.onedigital.com.
Investment advice may be offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital or through Aurora Private Wealth, Inc., an SEC-registered investment adviser. Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC.
About JFL Total Wealth Management
JFL Total Wealth Management is an independent financial planning firm with 25 years of experience helping private clients reach their financial goals with comprehensive financial planning services, including investment management, estate planning, tax strategies and retirement planning. In addition, JFL works with small- and medium-sized businesses in northern New Jersey to manage their 401(k) plans and provide financial advice for their employees. For more information, visit www.jfltotalwealth.net.
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