Mergers & Acquisitions, News
OneDigital Welcomes Financial Strategies Group, Expanding Wealth Management Presence in the South Region
OneDigital Welcomes Financial Strategies Group, Expanding Wealth Management Presence in the South Region
Fifth Financial Services Acquisition in 2025 Highlights OneDigital’s Continued Momentum
OVERLAND PARK, KS – May 6, 2025 – OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital®, is pleased to announce the acquisition of Financial Strategies Group, a respected wealth management firm headquartered in Apex, North Carolina. This marks OneDigital’s fifth financial services acquisition in 2025, underscoring its commitment to expanding integrated solutions in financial planning, retirement, and benefits services across the Carolinas.
Led for over 20 years by President and CEO Jay Hager, Financial Strategies Group has built a reputation for delivering personalized financial planning, investment management, and retirement solutions. The firm’s client-centric approach aligns seamlessly with OneDigital’s mission to deliver holistic support for both individuals and businesses.
We are genuinely excited to welcome Jay and his incredible team to the OneDigital family. Their dedication touches thousands of lives across North Carolina. With OneDigital’s 200 passionate advocates in employee benefits, financial services, Medicare, and HR throughout the Carolinas, we are eager to combine our strengths with FSG’s to offer a comprehensive range of services, ensuring our clients’ evolving needs and goals are met with precision and care.
— Adam Pannell, President, South Region, OneDigital
The Financial Strategies team, including Tripp Brizendine, Elaine Hager, and Adam Hager, will continue to personally serve clients while gaining access to OneDigital’s expansive national network and suite of financial services designed to enhance long-term health, success, and financial security.
Joining OneDigital presents an exciting opportunity for us to expand our service offerings and further support our clients’ success. Our shared values and vision for client success make this partnership a natural fit. We look forward to reaching a broader audience with our unwavering commitment to their financial security and growth.
— Jay Hager, President of Financial Strategies Group
As of December 31, 2024, OneDigital has over $130 billion in assets under advisement.
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 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.
Financial Strategies Group
Based out of Apex, North Carolina, Financial Strategies Group was established in 1994 with a mission to provide comprehensive and trustworthy financial planning services. Led by President Jay Hager, Financial Strategies Group offers financial planning solutions including retirement income planning, investment management, trust and estate planning, and risk management. For more information visit, fsg-plan.com.