Skip to main content

You are here


OneDigital Makes (Another) Wealth Management Move

Business Growth Strategies

OneDigital Investment Advisors has acquired KB Financial Partners, LLC and KB Financial Advisory Partners, (KB)—adding $1 billion in assets under management and expanding its presence across the Northeast.  

This acquisition of the New Jersey-based wealth management, family office, and corporate finance advisory firm marks OneDigital’s sixth strategic wealth management transaction in 2022. 

With roots dating back to 1983, the 28-person KB team is comprised of licensed financial advisors and individuals practicing financial services, tax and estate planning, insurance solutions, wealth management, business succession planning, and corporate advisory services, offering a variety of family office services to a diverse client base through offices in Princeton, NJ, Jackson Hole, WY and Miami, FL. 

According to a press release, the addition of KB increases OneDigital Investment Advisors’ total assets under management to approximately $107.8 billion, representing over one million participants and 41,000 individual accounts.  

Park Sutton Advisors served as the sole financial advisor to KB Financial throughout the transaction.