Congratulations to Patrick Rush for being named to the Barron's List
OVERLAND PARK, KS – March 14, 2024 – OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital®, a nationally recognized and leading insurance broker and HR consulting firm, proudly announced today that Patrick Rush, CFP®, CAP®, CLU®, MBA, has been named to the prestigious Barron’s 2024 Top 1200 U.S. Financial Advisors ranking. Patrick rated ninth in North Carolina.
As we celebrate this milestone, we remain committed to our clients’ financial well-being. This recognition is a testament to our values, expertise, and dedication. We are committed to continuing to shape a better industry and a brighter financial future—one client at a time.
— Patrick Rush, Senior Vice President, OneDigital Investment Advisors
The 2024 Barron’s Top 1200 U.S. Financial Advisors ranking was announced on March 8, 2024, and is published by Dow Jones & Company, L.P. (“Dow Jones”). Rankings are determined based on a formula that considers the following criteria for the year ended September 30, 2023: 1) assets under management, 2) revenue produced for the firm, 3) regulatory record, 4) quality of practice, and 5) philanthropic work. Approximately 6,000 financial advisors submitted questionnaires to be considered for inclusion in the Top 1,200 U.S. Financial Advisors ranking. No compensation was paid to Dow Jones to be considered for inclusion. Inclusion on the Top 1,200 U.S. Financial Advisors ranking is not indicative of a financial advisor’s future performance.
Patrick Rush and his team joined OneDigital in 2023, bringing nearly $1 Billion in assets to the OneDigital Investment Advisors platform and a strong wealth management presence to OneDigital’s footprint across the Carolinas.
OneDigital Investment Advisors’ National Practice Leader of Wealth Management, Andrew Jefferys, commented on the news, “Congratulations to Patrick on the remarkable achievement of being recognized as one of Barron's top advisers. His dedication to his clients along with this recognition reflects the caliber of talent we attract at OneDigital and reinforces our strategic focus on advancing our wealth management platform. We are incredibly proud to have Patrick as part of our team, and we look forward to continuing to excel together in serving our clients’ financial needs.”
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, including 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. For more information, visit www.onedigital.com.
OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.
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