OneDigital Investment Advisors

Vince Morris serves as President of OneDigital Investment Advisors. The firm uses a centralized research and investment committee structure for retirement plan advisor services, with local advisors implementing strategies and providing personal advice. Specific committee members beyond Morris are not publicly listed.

The firm's primary sourcing channel is the OneDigital employee benefits brokerage, which serves over 85,000 employer groups. Plan advisory relationships often convert into individual wealth management and executive financial planning mandates for company owners and key employees. This embedded model differentiates the firm from stand-alone RIAs that rely on external referrals.

It operates as a registered investment advisor and retirement plan consultant — not a family office. The firm provides fiduciary investment management, financial planning, and retirement advisory services to individuals, employer-sponsored plans, and plan participants.

OneDigital Investment Advisors is the SEC-registered wealth management arm of OneDigital, a national insurance brokerage, employee benefits consultant, and HR services firm. The parent company is backed by private equity investor New Mountain Capital, which acquired a majority stake in 2020.

The firm does not publicly discuss co-investment vehicles or direct private market deal participation. Its known advisory mandates focus on public-market portfolio construction, retirement plan fiduciary services, and personal financial planning — suggesting a posture that emphasizes traditional asset management rather than alternative co-investments.