OneDigital Welcomes Wealth Management Leader David Kover, CFP ® and Vertical Financial Group

Firm Expands Financial Services Practice in Central Region

Overland Park, KS – April 1, 2025 –OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital ®, is pleased to announce the acquisition of the wealth management practice of David Kover. This strategic partnership marks a significant milestone in David Kover’s 37-year commitment to delivering exceptional service and personalized wealth management solutions and adds to OneDigital Investment Advisors’ over  $135 billion in assets under management as of 12/31/24.

After seven years as a OneDigital affiliate under Vertical Retirement, David Kover, CFP ®, and his team are officially joining OneDigital. Kover’s team provides personal wealth management, business planning, college funding, and estate strategies to a diverse client portfolio, including individuals, families, and corporations. With decades of experience as a Certified 401(k) Professional and Certified Financial Planner™ practitioner, David assists business owners with retirement plans and regulatory compliance, specializing in retirement planning, succession planning, annuities, long-term care insurance, life insurance, IRAs, wealth management, and investment management using ETFs.

We take great pride in welcoming David and his team to OneDigital. As we continue expanding across the upper Midwest serving more employers and individuals on their path to financial freedom, David will add to the strength of our wealth management practice in Chicago. Together, this acquisition opens up significant opportunities, complementing our existing strengths and allowing OneDigital to deliver even greater value to our clients.
 
— Kelley Snook, Regional Senior Vice President, OneDigital Financial Services

David Kover and his team will maintain their strong commitment to client service from existing locations in Valparaiso, IN; Naples, FL; and Chicago, IL.

With the support of a broader, more specialized team, we can focus even more on building meaningful client relationships and delivering personalized service. Transitioning away from the day-to-day operations of running a private business allows us to dedicate our energy where it matters most—our clients. This move strengthens our ability to serve our clients and their families for generations to come.
 
- David Kover, Managing Partner, Vertical Financial Group

The addition of David Kover’s team underscores OneDigital’s commitment to strengthening its presence in the growing central marketplace. This strategic move enhances our integrated solutions, delivering even greater value to businesses and individuals across the region.

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.

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.

About David Kover

With over 37 years of experience, David is a managing partner with Vertical Financial Group serving offices located in Naples, Chicago, and Valparaiso. David Kover is a Certified 401(K) Professional and Certified Financial Planner who is a participating member of the Financial Planning Association (FPA), serving on multiple committees. David and his team specialize in serving their clients in aspects of retirement planning, succession planning, annuities, IRAs, wealth management, business planning, college funding, estate planning, long-term care insurance, and investment management utilizing Exchange Traded Funds (ETF's).