OneDigital’s Eighth Wealth Management Partnership in 12 Months Rounds Out Integrated Offerings in D.C. Metro Market
OVERLAND PARK, KS – FEBRUARY 15, 2023 - 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 (k)RPG, LLC (KRPG), bolstering its wealth management practice nationwide. The acquisition of the Maryland-based wealth management and retirement plan services firm marks OneDigital’s eighth wealth partnership announced in the past 12 months and OneDigital’s 38th office in its Mid-Atlantic market.
Founded in 2004 by President Walter Ziffer, KRPG is an independent, privately-held wealth advisory firm in Gaithersburg, Maryland. KRPG provides comprehensive wealth management and financial advice to over 450 households and retirement services to nearly 60 employers, representing $600 million in total assets under management. KRPG’s five-member team of diligent and determined professionals prides itself on the development of long-term relationships built on trust and will continue under the leadership of Walt Ziffer.
I have known Walt for over a decade, and he is an absolute great addition to our team as both a wealth and retirement adviser. His dedication to his clients exemplifies how our industry can build relationships, trust and integrity. I look forward to having Walt join our team and to his leadership as we continue to expand our wealth business.
- Vincent Morris, President Retirement + Wealth, OneDigital
“Driven by our core values and an elevated standard of service, I searched for a partner that would enable our firm to offer even more robust offerings to our clients while enhancing the experience our clients have grown accustomed to,” commented Walt Ziffer, President of KRPG. OneDigital has exceed my expectations with their commitment to deepening client relationships, their superior resources and the comprehensive breadth of services and investment acumen they bring to both wealth management and retirement plan services.”
MidCap Advisors represented KRPG in the transaction and Tony Leonard, Vice President of MidCap Advisors, commented, “Walt and his team will be a great compliment to OneDigital. His experience, knowledge, and reputation are well-known in the financial services industry.”
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 offered through OneDigital Investment Advisors, LLC an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
About (k)RPG, LLC
Walter Ziffer, a multiple Five Star Wealth Manager award winner, began his career in the financial services industry in 1991 and founded KRPG, based in Gaithersburg, MD, in 2004 to provide informed, unbiased financial advice to individuals, families and business owners. Driven by their clients’ best interests at all times, KRPG delivers highly-tailored and experience-based wealth advisory, retirement plan services, and financial consulting to their valued clients. To learn more, visit k-rpg.com.
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