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OneDigital Acquires Owen & Associates

Acquisition Continues Growth and Momentum in the Southeast Region

ATLANTA, GA – Feb 4, 2021 – OneDigital, the nation's leading strategic advisory firm focused on delivering health, retirement/wealth, and HR solutions for employers of all sizes, today announced the acquisition of Owen & Associates.

Headquartered in Jacksonville, Florida, Owen & Associates is an employee benefits firm specializing in integrated technology, human resource services, consumer education, claim analytics, and wellness. For over 30 years, the firm has remained steadfast in providing tailored solutions and insight.

Owen & Associates has a strong reputation throughout Jacksonville, and we are excited to welcome them to OneDigital Florida. The synergies in our businesses will allow us to harness our complementary strengths to help our current and future clients provide their employees with premier tools and expertise needed to meet the challenges of today.
 
Bruce Goin, Managing Principal, OneDigital Florida

“OneDigital is unique in the sense that they have partnered with business owners that are already successful and wired with an attitude of ownership, independence, initiative, proactive problem-solving skills, and know-how to contribute to client success,” said Tim Owen, President of Owen & Associates. “They are eliminating the silo way of thinking to establish a holistic approach to managing health, wealth, retirement, and human resources.”

Wendy Owen, Vice President of Owen & Associates, added, “Our team members are ecstatic about being able to collaborate with other team members, build synergy, expand their opportunities, training and support, yet it still feels like a tight family. The training is impeccable, the support is far larger and offers a wider scope of personal improvement, helping them serve, care, and minister as experts with and for all of our clients.”

The addition of Owen & Associates further complements OneDigital's comprehensive advisory services and market-leading solutions in over 100 offices throughout the country, serving close to 60,000 clients. OneDigital has a well-established track record of doubling and tripling the size of operations in new markets and is actively seeking to partner with entrepreneurial firms in health, wealth, and human resources.

About OneDigital

OneDigital is the leading strategic advisory firm in the U.S. and has consistently led from the front as a workplace ally for 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 healthcare, 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, retirement and wealth management, employee wellbeing, and pharmacy consulting. Headquartered in Atlanta, OneDigital's more than 100 offices and 2,400+ business strategists serve the needs of over 60,000 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. Currently listed as 18th on Business Insurance's list of 100 Largest U.S. Brokers, OneDigital's deep analytic abilities and experienced advisors deliver insights that reduce business risk and improve plan design and performance.

About Owen & Associates

Tim and Wendy Owen started out as direct competitors with Wendy in Orlando and Tim in Jacksonville, Florida. For over 30 years, Owen & Associates has offered consulting expertise and administrative resources to plan, design, execute and deliver a health benefits strategy. Their dedicated team of licensed benefit experts has moved from the transactional approach of commoditizing benefits to a consultative approach, offering value in innovative, cost-proven solutions. Our professional prowess and influence with national carriers enable us to help you manage successful health care programs.

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