Acquisition Expands Wealth Management Presence in Southeast Region
OVERLAND PARK, KS – SEPTEMBER 12, 2023 - OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, a leading insurance brokerage, financial services and HR consulting firm (“OneDigital”), today announced the addition of Triad Financial Advisors (TFA), a wealth management firm based in Greensboro, NC. The transaction brings approximately $900M in assets to the OneDigital platform.
Founded in 1982 and the local leader in working with high-net-worth families and female investors, TFA provides comprehensive wealth management services, including retirement planning, investments, asset management, portfolio analysis and monitoring.
Patrick Rush, Chief Executive Officer and owner of TFA, is a respected veteran within the industry. His 2020 publication, "Gain Big and Give Back," achieved the coveted distinction of becoming an Amazon #1 bestseller, cementing his status as a thought leader within the financial services industry. Rush, alongside TFA's accomplished team of Certified Financial Planner practitioners, has consistently garnered an impressive array of accolades. Notably, their recent achievements include recognition as the 2023 Forbes Best-In-State Wealth Advisors, placement in the 2023 Barron’s America’s Top Advisor Rankings, and commendation as an esteemed recipient of the Triad Business Journal’s Best Places To Work and Fast 50 awards.
The inclusion of Triad Financial Advisors marks a significant milestone in the evolution of our organization and Wealth Management practice. This addition bolsters our wealth management capabilities within a burgeoning market, further fortifying OneDigital's position in the Carolinas. We are thrilled to welcome Patrick Rush and his entire team into our fold as we embark on an exciting journey to expand our influence both nationally and locally.
- Vincent Morris, President Retirement + Wealth, OneDigital
“This was a thorough decision-making process. Our values and vision align with OneDigital, and this partnership brings more opportunities to not only our clients as part of a broader company, but also more opportunities for our employees to expand their own career opportunities. OneDigital provides Property & Casualty, Medicare, 401(k)s and other Group Benefits that we often had to refer to other companies to implement. We can now keep all of this business under the OneDigital umbrella,” commented Patrick Rush, CEO and Owner Triad Financial Advisors.
OneDigital remains dedicated to expanding its consumer platform through strategic acquisitions, providing comprehensive solutions that safeguard clients against risks, support their individual health needs, and address unique financial goals through wealth management consulting.
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 75,000 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.
Investment advice offered through OneDigital Investment Advisors, LLC an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
About Triad Financial Advisors
Founded in 1982 by Mrs. Carter Leinster, a pioneer for women in financial investing, Triad Financial Advisors is the local leader in working with high-net-worth families and female investors. TFA Owner and CEO, Patrick Rush, continues this legacy as the premier wealth management firm in Greensboro, NC and the Southeast. Combined, the TFA team has hundreds of years of experience and offers a spectrum of wealth management services including investing, retirement, estate, tax, and insurance to high-net worth families. For more information, visit triadfa.com.