OneDigital acquires $406 million advisory firm

OneDigital Investment Advisors, the Atlanta-based registered investment advisory subsidiary of insurance and consulting firm OneDigital, has acquired the assets of Gouldin & McCarthy, a financial planning and retirement plan consulting firm based in Basking Ridge, New Jersey.

The Gouldin & McCarthy team brings 30 plans and 4,300 participants to OneDigital, along with $314.5 million in advisory assets and $91.9 million in brokerage assets.

The firm’s entire team has joined OneDigital, which now advises on $81 billion for more than one million plan participants.

[More: OneDigital continues acquisition tear with purchase of $6B plan adviser]

ETFs see record inflows in 2021

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Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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