Press Release

OneDigital Announces Acquisition of Legacy Asset Management in Houston

Issued by OneDigital

Apr. 2, 2024

Third Wealth Management and Retirement Addition Announced in 2024

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 Legacy Asset Management ("Legacy") in Houston, Texas.

Founded in 1998 by CEO and President Joe Birkofer, Legacy is an asset management firm that runs company retirement plans and helps employees retire with sound financial planning and retirement income strategies. Working with owner-operated companies, professional service groups, high-net-worth individuals, and not-for-profit clients, Legacy serves clients throughout Texas and across the United States. With roots in financial planning, Legacy drives both retirement plan consulting and wealth management with a strong overlay of financial planning advice.

I am excited to add this team of industry-recognized professionals to our OneDigital Houston family. Giving us a strong foothold in the wealth management and retirement services industry in Texas, a partnership with Legacy demonstrates our commitment to add value to our south-central clients by providing a full suite of offerings to best serve their needs.   — Kelley Snook, Senior Vice President Retirement + Wealth, OneDigital

With Legacy’s strong wealth management and retirement practice, OneDigital’s south central market, which includes Texas, Oklahoma and Arkansas, provides over 2,500 clients with a holistic suite of offerings, including financial services, employee benefits, HR consulting, property & casualty and PEO solutions.

We know the workplace is the nucleus of America’s personal wealth creation. Legacy has played a part in the delivery of financial wellness that leads to secure retirements over the past quarter century. Throughout our clients’ careers and in retirement, Legacy has been honored to play a role in fostering financial security. Our partnership with OneDigital ensures that our clients will be at the forefront of wealth creation as we continue to grow.   — Joe Birkofer, President, Legacy Asset Management

The entire Legacy team will continue to directly serve their clients and will bring over 300 advisory accounts to the OneDigital platform of over $100 billion. Park Sutton Advisors, a Waller Helms Company, represented Legacy in the transaction.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides 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 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services, including retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.

About Legacy Asset Management

Legacy Asset Management was founded in 1998 by Joseph Birkofer, a former Trust Officer with Chase Bank of Texas (formerly Texas Commerce Bank). Through the years, Legacy has grown to serve many client types, from individual investors to employers with more than 1,500 employees. Legacy has pride in being a resource for clients and all financial needs. The team at Legacy recognizes that every individual has unique goals and works together to devise the most appropriate solutions for personal financial needs, businesses, and families. For more information, visit legacyasset.com.

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