# OneDigital Investment Advisors

OneDigital Investment Advisors is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** onedigital.com
- **LinkedIn:** https://www.linkedin.com/company/weareonedigital

## Regulatory record

- **Reports private funds:** No

## About

OneDigital Investment Advisors is a subsidiary of OneDigital, founded in 2007 in Atlanta, Georgia. It offers wealth management services.

## People

- Vince Morris — President, OneDigital Investment Advisors

## Questions

### Who runs investment decisions at 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.

### How does OneDigital Investment Advisors source its clients?

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.

### How is OneDigital Investment Advisors related to the broader OneDigital company?

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.

## Related profiles

- [OneAmerica Asset Management](https://altss.com/profile/oneamerica-asset-management)
- [OneLife](https://altss.com/profile/onelife)

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Last updated: 2026-06-03T20:00:00.000Z

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