Press Release

OneDigital Acquires Keystone Retirement & Insurance Advisors LLC

Issued by OneDigital

Apr. 29, 2021

Keystone Expands Retirement and Wealth Presence in Houston, Texas

ATLANTA, GA – April 29, 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 Keystone Retirement & Insurance Advisors LLC.

Based in Houston, Texas, Keystone has operated as a fully independent retirement plan group for over 35 years, providing a high level of service that specializes in helping companies establish, maintain and service their Corporate Retirement Benefit needs.

We have enjoyed getting to know Neil and look forward to having him as a part of the team. He has been working with OneDigital in his market for years and already has a great connection to the organization. We are excited that Keystone customers will see the streamlined benefits of working with our team as a single source for business guidance to optimize their workforce strategy.
 
— Vince Morris, President, OneDigital Retirement + Wealth

Neil C. Netoskie, President and Registered Principal of Keystone, commented, “After considerable due diligence, we found OneDigital to be the perfect partner to elevate Keystone’s mission of providing clients with customized plans to fit the needs of their employees. I am confident Keystone clients will be pleased with our access to comprehensive solutions, including employee benefits, HR services, and property and casualty.

Keystone will continue to manage its $240 million in plan assets through the registered investment advisory of OneDigital Investment Advisors. Netoskie will assume the title of Senior Vice President, Retirement Services, providing independent fiduciary advisory services from the existing OneDigital Houston location.

The added scale and complementary services from Keystone underscores OneDigital’s strategic alignment with like-minded, entrepreneurial organizations in the health, wealth, and human resources market. OneDigital’s continued expansions has resulted in more than 100 offices and 2,400+ business strategists supporting the needs of over 85,000 employers across the nation.

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.