A complete list of active advisors currently associated with OneDigital

Warmer can help you find a great advisor at OneDigital or one who fits your needs even better.

OneDigital provides investment advisory, financial planning, insurance advisory and family‑office services to a broad client base that includes individuals, high‑net‑worth clients, trusts, retirement plans, endowments, foundations and corporations. The firm offers both discretionary and non‑discretionary management, constructs and implements model portfolios, and may recommend or hire third‑party sub‑advisers on behalf of clients. The firm uses a mix of analytic approaches — fundamental, technical and cyclical analysis — and a wide menu of model strategies (Core, Tax‑Aware Core, Strategic Core, DFA, Avantis, PIMCO, Global Tactical, Structural Alpha, among others) that rely largely on ETFs and mutual funds but can include private funds and structured products. OneDigital discloses that some strategies and sub‑advisers employ leverage, margin, short selling and derivatives, and that rebalancing and tax‑aware features vary by model. The brochure highlights a series of relationships and disclosures that distinguish OneDigital from many peers: it is wholly owned by Digital Insurance LLC, offers insurance advisory services through a DPL membership platform and notes that IARs may be licensed insurance agents, and it documents material vendor and sponsor support (including model and marketing support from firms such as BlackRock, Fidelity, DFA, PIMCO and others) as well as custodian payments for certain onboarding/vendor expenses. The firm also discloses the use of third‑party promoters and sponsored events (with required disclosures of promoter compensation), reports recent material amendments in its Form ADV, and manages a substantial portion of assets on a non‑discretionary basis while permitting borrowing and derivative strategies in certain separately managed accounts.

To learn more about the advisors currently working at OneDigital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.