OneDigital Expands Wealth Offering With Addition of Generations Wealth Planning, LLC

Firm Continues to Build Wealth Management Capabilities with Third Acquisition of 2022

ATLANTA, GA – February 15, 2022 – OneDigital Investment Advisors, an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital, a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired the assets of Generations Wealth Planning, LLC (GWP). GWP is the third wealth management firm to join OneDigital in 2022, setting a notable trajectory for the year.

With decades of experience in the financial industry, Generations Wealth Planning, LLC, located in Sarasota, Florida, treats every client like family. Building relationships on trust and clarity has allowed GWP to see their clients through generations of success, leaving lasting legacies of wealth. The GWP team significantly extends OneDigital’s growing wealth division with this acquisition on the heels of Gouldin and McCarthy acquisition announced earlier this year.

In our search for the highest quality firms to complement our client-first approach, we found a gem when we met Rob and Kevin. As a wealth management only firm, Generations Wealth will help build OneDigital’s capabilities in the Tampa area where we have a strong employee benefit and retirement presence. In turn, OneDigital will help their firm grow even stronger and wider through enhanced cross sale opportunities.
 
— Vince Morris, President, OneDigital Retirement + Wealth

The resources OneDigital provides for us to enhance our clients’ experience are second to none. With experienced private equity partners, OneDigital is well-managed and carefully diversified across various financial/healthcare management services. The principles and values instilled in the OneDigital culture aligned perfectly with ours and partnering allows us to focus more closely on our clients while keeping a sharp eye on future growth
 
— Rob E. Lyons, Managing Partner, Generations Wealth Planning, LLC

Serving over 200 clients, Rob and Kevin Lyons, a father-son dynamic duo, have successfully built GWP and will bring their experienced teammates to join OneDigital’s relentless drive to add value to their clients.

Strategic partnerships have led to significant growth for the firm, fueling its investments in technology solutions and other resources that deliver efficiencies for broker partners and the customers they serve.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

About Generations Wealth Planning, LLC

Generations Wealth Planning, LLC is a Florida-based wealth management firm that specializes in financial planning and investing for high-net-worth individuals and families. With decades of experience in the financial industry, the members of GWP are seasoned voices in their field, treat their clients as family, and see those clients through generations of success.