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Press Release

OneDigital Bolsters Florida’s Wealth Management Presence With the Addition of Florida Pension Group

Issued by OneDigital

Feb. 7, 2023

OneDigital’s seventh strategic retirement and wealth partnership in the past 12 months

OVERLAND PARK, KS -- OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, a leading insurance brokerage, financial services and HR consulting firm (“OneDigital”), today announced the addition of Florida Pension Group (FPG) to its growing wealth management practice. The acquisition of the Florida-based retirement plan consulting and wealth management firm marks OneDigital’s seventh retirement and wealth partnership announcement in the past twelve months and OneDigital’s 17th office in the Florida market.

Founded in 1998 by President Troy Tummond, FPG offers customized corporate retirement plans, executive benefit plans, comprehensive financial planning, retirement income planning, and portfolio and asset management. Providing retirement plan services to over 100 businesses and wealth management services to over 270 households, FPG oversees more than $500 million assets under management. OneDigital is proud to welcome the reputable FPG advisors Troy Tummond, Steve Carter, John Hudson, John Pomroy and Landon Strickland, who remain fiercely committed to supporting the daily lives of their clients and their financial decisions.

We are overjoyed to bring FPG and its exceptional group of financial advisors to OneDigital and our ever-expanding wealth management practice. Their more than 25 years of serving clients will amplify OneDigital’s mission of delivering holistic financial planning at the intersection of retirement and wealth management. We welcome FPG into the OneDigital family.   - Vincent Morris, President Financial Services, OneDigital

Troy Tummond, President of Florida Pension Group, said, "OneDigital is the right partner for our firm because of its proven track record of growth and unique ability to bridge the gap between retirement and wealth management, giving our team the platform to deliver even more for our clients and help them achieve their vision. We are excited to join forces with OneDigital because they understand our culture of putting people first."

"Joining OneDigital will enhance the services of our own firm and expand our ability to help our clients, who rely on us for a holistic, personal approach to wealth management and financial planning,” commented Steve Carter, Vice President and Partner of Florida Pension Group. “This is a monumental time for us, and we have the utmost confidence joining OneDigital will take us to the next level of meaningful growth and client service."

After the transition, adding Florida Pension Group’s total assets under management brings OneDigital’s assets under management to approximately $108.9 billion, representing over one million participants and 41,000 individual accounts. Strategic partnerships have led to significant growth for OneDigital, fueling its investments in technology solutions and other resources that deliver efficiencies for broker partners and the customers they serve.

About OneDigital

OneDigital is a steward of business growth and people potential. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management services provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. To learn more, visit www.onedigital.com.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

About Florida Pension Group

Based in St. Johns, FL, Florida Pension Group was founded in 1998 by Troy Tummond. FPG specializes in corporate retirement plans, wealth management, and financial planning from various business sectors. The FPG team has a deep understanding of all aspects of retirement planning and wealth management, driving participation and successful retirement. The National Association of Plan Advisors has recognized the Florida Pension Group as a NAPA Top DC Advisor Team. For more information, visit http://www.fpgretire.com/.

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