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OneDigital Named a 2025 Best Place to Work in Money Management for Third Consecutive Year

Award Recognizes Firm’s Commitment to Employee Experience and Growth

Atlanta, GA – December 8, 2025 OneDigital, an insurance brokerage, financial services, and HR consulting firm, today announced it has been recognized for the third consecutive year on Pensions & Investments’ 2025 Best Places to Work in Money Management list. This accolade, based on direct employee feedback for a survey administered between July 18 and ended on August 8, reflects OneDigital’s continued dedication to cultivating a dynamic, people-first workplace across its national footprint.

OneDigital’s financial services footprint continues to expand, with 114 retirement consultants and plan advisors serving more than 5,500 retirement plans and an estimated 1.5 participants nationwide. In wealth management, the firm has built a network of 67 experienced and credentialed advisors delivering holistic financial planning to mass affluent and high-net-worth families across local markets. Across both retirement and wealth practices, OneDigital Investment Advisors (ODIA) oversees more than $150 billion in assets under advisement*.

Our success is fueled by our people. A core priority of our business model is ensuring OneDigital remains a place where our teams can do their best work and live their best life. Being recognized three years in a row by Pensions & Investments reflects the culture we’ve built — one that empowers our people, values collaboration, and enables us to deliver exceptional outcomes for our clients. I’m proud of what we’ve accomplished together and excited for what lies ahead.
 
Vince Morris, President of OneDigital Financial Services

The recognition highlights OneDigital’s commitment to engaging employees and fostering a collaborative and supportive workplace. The firm provides programs and initiatives designed to strengthen employee development and wellbeing, including flexible work arrangements, mentorship programs, and wellness initiatives.

View OneDigital’s profile on the Best Places to Work in Money Management list here.

Build Your Career at OneDigital

Learn more about career opportunities and life at OneDigital by visiting onedigital.com/careers.

Methodology:

Pensions & Investments partnered with Workforce Research Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees administered between July 18 and ended on August 8. The first part evaluated each company’s workplace policies, practices, philosophy, systems, and demographics (worth approximately 20% of the total evaluation). The second part measured the employee experience through a confidential survey (worth approximately 80%). Combined scores determined the top companies. The application process includes a fee.

Important disclosures:
The award is not based on current or future performance or client experience.

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 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 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 internal calculations are as of 12/01/2025, and AUM calculations are of 9/30/2025.

Investment advice is offered through OneDigital Investment Advisors LLC.

About Pensions & Investments

Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news source of money management and institutional investing. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com

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