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OneDigital Acquires Keystone Retirement & Insurance Advisors LLC

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.

About OneDigital

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 Keystone Retirement & Insurance Advisors LLC

Keystone Retirement & Insurance Advisors LLC. is an independent Investment management firm focused entirely on helping companies establish, maintain, and service their Corporate Retirement Benefits needs. Keystone’s team of professionals have been providing qualified and non-qualified retirement plans and investment education for plan sponsors and participants for nearly a decade in Texas. Our slogan “We listen, we understand, we have solutions for you” is its statement to companies that there are no pre-conceived ideas of what they want or what is best for them. The firm takes a collaborative approach to assist clients in designing a plan that fits your needs.

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