News, Mergers & Acquisitions
OneDigital Acquires Clearview Advisory
OneDigital Acquires Clearview Advisory
Strategic Partnership Strengthens Retirement and Wealth Portfolio
ATLANTA, GA – May 6, 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 its second Atlanta-based office this year, Clearview Advisory.
Headquartered in Atlanta, GA, Clearview Advisory has earned widespread esteem for its employee-centered approach to helping companies elevate their retirement plans. The firm offers an array of plan consultation services such as retirement plan governance, cost management, investments, participant outcome optimization, and employee engagement. Additional services include mergers & acquisition support, health savings account education for employees, and record keeper conversion support.
Greg Fiore is a recognized leader in the retirement industry with an established team of financial professionals already making a big impact for small and mid-market employers in Atlanta. We are excited that they chose to align with OneDigital. With their high-quality consulting experience and our scale, we are better prepared to unleash business growth for employers across the southeast.
Gregory Fiore, Managing Partner of Clearview Advisory, commented, “Like OneDigital, we recognize that our clients want a more seamless approach to benefits where the retirement plan works in tandem with all of the other benefits employers offer. We see this as an opportunity to align with another leader in the industry and create a better product for customers.”
Jennifer Pearson, Vice President of Clearview Advisory, added: "Our team is excited about working with OneDigital and expanding what we're able to do for clients. We look forward to joining an organization whose mission and vision are similar to ours so that we can continue to make saving and investing easier for everyone.”
Members of the Clearview Advisory team will join OneDigital’s current Atlanta Retirement and Wealth location. Fiore will assume the title of Senior Vice President - Retirement Services and continue overseeing Clearview Advisory’s more than 100 plans with $2.3 billion in plan assets. M&A consulting firm, Wise Rhino Group, represented Clearview Advisory in the transaction.
Aligning with like-minded enterprises like Clearview Advisory has contributed significantly to OneDigital’s scale and breadth of holistic consulting services. The firm is currently offering services and solutions in more than 100 offices and has 2,400+ business strategists supporting the needs of over 85,000 employers across the nation.
OneDigital is the nation’s leading health, retirement/wealth, and HR advisory firm focused on empowering business growth for employers of all sizes, and has consistently led as a workplace ally for over 20 years. OneDigital’s unique ability to converge health, wealth and human resources into a hub of services and business guidance has empowered companies to create workplaces that attract and retain talent while fueling innovation and company growth. As employee health care, wellness and workplace benefits continue to shift, companies of all sizes have relied on OneDigital’s exceptional advisory teams for counsel and its adjacent services, including employee benefits, holistic HR services, employee wellbeing and pharmacy consulting, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. Headquartered in Atlanta, OneDigital's more than 100 offices and 2,400+ business strategists serve the needs of over 85,000 employers across the nation.
OneDigital has been named to the Inc. 5000 List of America's fastest-growing companies every year since 2007, one of only 11 companies to do so and is currently listed as 18th on Business Insurance's list of 100 Largest U.S. Brokers. For more information, visit www.onedigital.com.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
About Clearview Advisory
The consultants at Clearview Advisory believe your workplace retirement plan should be a great benefit and a great value. As a premier retirement plan consulting firm that offers advisory services, Clearview ‘s mission is to cultivate a workforce of financially empowered employees. From retirement plan governance and investments, to negotiating with service providers, Clearview’s team of experienced consultants work hand-in-hand with companies to ensure they stand out as an employer of choice with the best plan possible. For more information on Clearview Advisory, visit www.clearviewadvisory.com.