OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, on Jan. 31 announced the addition of WealthSource Partners, expanding the firm’s national wealth management presence in nine states.
The transaction also adds approximately $2 billion in wealth management advisory assets to OneDigital’s over $100 billion in assets under management platform, according to the firm’s announcement.
WealthSource is a financial services company specializing in comprehensive financial planning, investment management, and insurance solutions. The firm was founded in 2009 when Bryan Sullivan of Vellum Financial and Eric Patton and Jon Dubravac of Avant-Garde Advisors combined their firms.
Bringing more than 25 years of financial and M&A experience, the 44-person WealthSource team—located across California, Arizona, Utah, Colorado, Oklahoma, Texas, Ohio, Tennessee and Florida—will continue to service their more than 2,500 client families with their personal, client-centric approach, the announcement further notes.
“We’re delighted to welcome the WealthSource team and weave their valuable expertise into our robust team of dedicated financial advisers,” stated Vincent Morris, President of Retirement + Wealth at OneDigital. “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.”
“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,” WealthSource co-founders Bryan Sullivan, Chief Executive Officer; Eric Patton, Chief Financial Officer; and Jon Dubravac, Chief Business Development Officer said in a joint statement. “We share a commitment to excellence, a client-centric approach, and a vision for the future of wealth management.”
OneDigital notes that it 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.
Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
