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View More Press Releases by OneDigital

Press Release

OneDigital Acquires Virginia Medical Plans / Katz Insurance Group

Issued by OneDigital

Sept. 9, 2021

Acquisition Adds Significant Scale and Capabilities to the Firm's Mid-Atlantic Region

ATLANTA, GA – OneDigital, the nation's leading strategic advisory firm focused on consulting with businesses of all sizes on how to redefine the world of work, reshape retirement and investment outcomes, and unlock health and holistic wellbeing for their people, today announced it has acquired Virginia Medical Plans / Katz Insurance Group.

Located in Herndon, Virginia, Virginia Medical Plans / Katz Insurance Group has spent the last 30 years providing strategic planning for individuals and businesses to find the right healthcare coverage and make full use of their benefits budget. Upon completion of the transition, the firm's seven employees and 3,500 customers will join OneDigital with access to a breadth of best-in-class services, including health insurance and benefits, retirement and wealth, and workforce and HR consulting.

In the ever-evolving healthcare market, it's invaluable to have forward-thinking partners like Jon Katz and the Virginia Medical Plans team join OneDigital. Our shared commitment to understanding the needs of the client and providing the best solution is a winning combination for our clients and firm.
 
— Chris Mullins, Senior Managing Principal, OneDigital Mid-Atlantic Region

"When deciding to join OneDigital, it was important to align ourselves with a partner who understands the elaborateness of the industry and is equipped for the future ahead," said Virginia Medical Plans / Katz Insurance Group Founder and Principal Jon Katz. "Our team is excited about the positive impact this move will have on our clients and the many possibilities to collaborate and share best practices."

The addition of Virginia Medical Plans / Katz Insurance Group reflects OneDigital's steadfast goal of helping employers across the globe increase their business growth and empower their people. Because of similar partnerships, the firm has experienced substantial growth over the last ten years, fueling its investments in technology solutions and other resources that deliver efficiencies for the customers they serve.

About OneDigital

OneDigital is the nation's leading health, retirement/wealth, and HR advisory firm focused on empowering business growth for employers of all sizes. The company has consistently led as a workplace ally for over 20 years. OneDigital's unique ability to converge health, wealth, and human resources into a hub of services and business guidance has empowered companies to create workplaces that attract and retain talent while fueling innovation and company growth. As employee health care, wellness and workplace benefits continue to shift, companies of all sizes have relied on OneDigital's exceptional advisory teams for counsel and its adjacent services, including employee benefits, holistic HR services, employee wellbeing and pharmacy consulting, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. Headquartered in Atlanta, OneDigital's more than 100 offices and 2,400+ business strategists serve the needs of over 85,000 employers across the nation.

OneDigital has been named to the Inc. 5000 List of America's fastest-growing companies every year since 2007, one of only 11 companies to do so and is currently listed as 18th on Business Insurance's list of 100 Largest U.S. Brokers. For more information, visit www.onedigital.com.

About Virginia Medical Plans / Katz Insurance Group

For more than three decades, Virginia Medical Plans / Katz Insurance Group has been a trusted source for health and life insurance. The team of experts works hand-in-hand with individuals, families, and small businesses to provide the right coverage and get the most out of their insurance dollars.

With Virginia Medical Plans / Katz Insurance Group, the goal is not to sell clients a product but rather educate them on their options. From choosing a plan to helping with enrollment to assisting with claims or billing, the firm's team of licensed agents is here to provide the utmost professional service with a decidedly personal touch. Learn more about Virginia Medical Plans / Katz Insurance Group, visit vamedicalplans.com

View More Press Releases by OneDigital


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