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Press Release

OneDigital Acquires Clearview Advisory

Issued by OneDigital

May 6, 2021

Strategic Partnership Strengthens Retirement and Wealth Portfolio

ATLANTA, GA – 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 its second Atlanta-based office this year, Clearview Advisory.

Headquartered in Atlanta, GA, Clearview Advisory has earned widespread esteem for its employee-centered approach to helping companies elevate their retirement plans. The firm offers an array of plan consultation services such as retirement plan governance, cost management, investments, participant outcome optimization, and employee engagement. Additional services include mergers & acquisition support, health savings account education for employees, and record keeper conversion support.

Greg Fiore is a recognized leader in the retirement industry with an established team of financial professionals already making a big impact for small and mid-market employers in Atlanta. We are excited that they chose to align with OneDigital. With their high-quality consulting experience and our scale, we are better prepared to unleash business growth for employers across the southeast.

— Vince Morris, President, OneDigital Retirement + Wealth

Gregory Fiore, Managing Partner of Clearview Advisory, commented, “Like OneDigital, we recognize that our clients want a more seamless approach to benefits where the retirement plan works in tandem with all of the other benefits employers offer. We see this as an opportunity to align with another leader in the industry and create a better product for customers.”

Jennifer Pearson, Vice President of Clearview Advisory, added: "Our team is excited about working with OneDigital and expanding what we're able to do for clients. We look forward to joining an organization whose mission and vision are similar to ours so that we can continue to make saving and investing easier for everyone.”

Members of the Clearview Advisory team will join OneDigital’s current Atlanta Retirement and Wealth location. Fiore will assume the title of Senior Vice President - Retirement Services and continue overseeing Clearview Advisory’s more than 100 plans with $2.3 billion in plan assets. M&A consulting firm, Wise Rhino Group, represented Clearview Advisory in the transaction.

Aligning with like-minded enterprises like Clearview Advisory has contributed significantly to OneDigital’s scale and breadth of holistic consulting services. The firm is currently offering services and solutions in more than 100 offices and has 2,400+ business strategists supporting the needs of over 85,000 employers across the nation.

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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.