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OneDigital Welcomes McWalter Volunteer Insurance Agency, Expanding Property and Casualty Capabilities in the Northeast

McWalter Marks Third P&C Firm to Expand OneDigital's Growing Presence in Northeast Region

ATLANTA, GA – October 10, 2024OneDigital, the nation’s leading insurance brokerage, financial services, and HR consulting firm, has acquired McWalter Volunteer Insurance Agency (McWalter), a distinguished independent property and casualty (P&C) and benefits firm headquartered in Concord, Massachusetts. This strategic acquisition underscores OneDigital’s commitment to expanding its service offerings and enhancing its P&C presence across the country.

Since 1907, McWalter has provided specialized property and casualty, life and benefits insurance solutions to Massachusetts communities with offices in Concord, Andover, Danvers, and Maynard. With over 4,500 clients, the 27-member McWalter team will continue providing personalized attention to its valued families and businesses to help protect their most important assets.

McWalter’s leadership has built a strong reputation in Massachusetts. Their team brings a wealth of knowledge and experience that will greatly benefit our clients and partners. The combined expertise, resources, and innovative solutions of both our firms will provide significant value to our clients across the Northeast.
 
Mike Ward, Senior Vice President, OneDigital Massachusetts

OneDigital’s Northeast region boasts 30 offices specializing in employee benefits, retirement plan consulting, wealth management, property and casualty insurance, and HR consulting.This acquisition represents OneDigital’s third property and casualty firm to join their Northeast footprint. Tim Gibson and Cato Anderson, Managing Partners, head McWalter’s P&C division, while Shawn Allen leads McWalter’s Benefits Group as CEO. In a joint comment they stated,

Joining forces with OneDigital is a significant milestone for us. Our focus is on maintaining our high standards of service while leveraging OneDigital’s resources and solutions to meet our clients’ diverse needs and help them succeed.
 
— Tim Gibson, Managing Partner, McWalter Volunteer Insurance Agency
— Cato Anderson, Managing Partner, McWalter Volunteer Insurance Agency
— Shawn Allen, CEO, McWalter Benefits Group

Powered by OneDigital’s industry-leading resources, this strategic partnership will enhance McWalter’s access to national P&C resources while expanding its personal and business capabilities to its clients to include pharmacy consulting, HR consulting, wealth management, retirement plan services, and Medicare.

Dowling Hales acted as exclusive financial advisor to McWalter in its sale to OneDigital.

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.

McWalter Volunteer Insurance Agency

Founded in 1907, McWalter Volunteer Insurance Agency is a full-service insurance agency that provides local and personalized solutions to its clients with offices in Concord, Andover, Danvers, and Maynard. Their services offer a vast range of coverage including private client offerings, personal and all commercial lines coverages, life insurance, and employee benefits. For more information visit, mcwaltervolunteer.com

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