Patrick Rush Named to Forbes' Best-in-State Wealth Advisors Lists

Congratulations to Patrick Rush for being named to Forbes' Best-in-State Wealth Advisors Lists

OVERLAND PARK, KS – April 11, 2024 – OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital®, a nationally recognized and leading insurance broker and HR consulting firm, proudly announced today that Patrick Rush, CFP®, CAP®, CLU®, MBA, has been named to the prestigious Forbes' 2024 Best-in-State Wealth Advisors List. This distinction comes on the heels of Rush’s Barron’s 2024 Top 1200 U.S. Financial Advisors ranking on March 8, 2024. Rush was the first listed advisor on both rankings’ North Carolina lists with respect to advisors operating out of the city of Greensboro.

Forbes 2024 Best-in-State Wealth Advisors List is based on data for the year ended June 30, 2023, and was released on April 3, 2024. The ranking was created and tabulated by SHOOK® Research, LLC, an independent third-party, rating firm whose mission is to help families better reach their life’s goals with more meaning by helping them find high-quality, trusted advisors. The 2024 Barron’s Top 1200 U.S. Financial Advisors ranking is published by Dow Jones & Company, L.P. based on data for the year ended September 30, 2023.

I believe these recent distinctions underscore the fantastic financial prowess and commitment that Patrick brings to his clients. We take immense pride in having Patrick as a valuable member of our team and eagerly anticipate our continued success in meeting our clients’ financial needs.
 
— Andrew Jefferys, AIF®, CRPC®, National Practice Leader of Wealth Management, OneDigital Investment Advisors 

Patrick Rush and his team joined OneDigital in 2023, bringing nearly $1 Billion in assets to the OneDigital Investment Advisors platform and a strong wealth management presence to OneDigital’s footprint across the Carolinas. Patrick and his team serve high-net-worth families and female investors, and provide comprehensive wealth management services, including retirement planning, investments, asset management, portfolio analysis, and monitoring. In addition to his recent distinctions, Rush published, "Gain Big and Give Back," in 2020, an Amazon bestseller.

About OneDigital

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 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services, including 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 www.onedigital.com.

OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.