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Press Release

OneDigital Acquires Vertical Financial Group

Issued by OneDigital

Jan. 19, 2021

Acquisition Bolsters OneDigital’s Retirement and Wealth Vertical and Strengthens its Holistic Benefits Practice

ATLANTA, GA – January 19, 2021 – OneDigital Investment Advisors, the registered investment advisor and a wholly-owned subsidiary of OneDigital, a leading strategic advisory firm focused on driving business growth for employers of all sizes, has acquired three offices of Vertical Financial Group, a partnership of independent financial advisors specializing in retirement plan design and investment advisory services for companies and wealth management for individuals. The advisors located in St. Louis, Missouri, Overland Park, Kansas, and Chicago, Illinois, significantly advance OneDigital’s vision to converge health, wealth and retirement services and seek to elevate plans for financial success.

Having Vertical Financial Group join OneDigital is an exceptional opportunity for our retirement and wealth division. Laura, Brett, Brad, and Tom have long-standing careers in the industry and bring a breadth of insight and knowledge that is complementary to our team. Together, we will deliver a comprehensive portfolio of services and solutions that will greatly benefit our clients and the communities we serve.
 
— Vince Morris, AIF®, President, OneDigital Retirement + Wealth

Vertical Financial Group’s partnering financial advisors, Laura T. Scobee, Brad Harris, J.D., and Thomas H. Parker, will maintain their respective office locations and assume the title of Senior Vice President. Brett M. Dankowski, current advisor and Director of Client Services, will join the firm under the new role of Retirement Plan Consultant—managing client relations for qualified retirement and 401(k) plans.

Upon closing, Vertical Financial Group will operate under the registered investment advisory of OneDigital Investment Advisors—adding over 80 retirement plans, representing $1B in plan assets in addition to providing wealth management to over 400 households representing over $160M in assets.

The firms that join OneDigital maintain various degrees of expertise, ingenuity, and innovation to solve businesses and their employees' rising challenges. Through its investment in comprehensive advisory services and market-leading solutions, the firm has helped double and triple the size of operations in new markets, totaling over 100 offices across the country and servings close to 60,000 customers globally.

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Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.