OneDigital Welcomes Phocus Financial, Phocus Law, and Phocus Insurance, Expanding Integrated Advisory Capabilities in Phoenix

Expansion strengthens coordinated delivery of financial, legal, insurance, and business guidance while maintaining the relationships clients trust 

Overland Park, KS – April 21, 2026 - OneDigital Investment Advisors LLC, a business unit of OneDigital, is pleased to announce that Phocus Financial, Phocus Law*, and Phocus Insurance Services (collectively, the “Phocus advisory firms”) are joining the firm, strengthening its integrated advisory presence in Phoenix and across the Southwest. 

The addition reflects OneDigital’s continued investment in a more connected model of advice—bringing together financial, legal, insurance, and business planning capabilities to better serve clients as their needs grow more complex. 

The Phocus advisory firms have earned strong reputations for delivering integrated financial planning, investment advisory, estate planning, legal services, property and casualty insurance, and health benefits to individuals, families, and businesses throughout the West region. Their client-first philosophy and commitment to comprehensive, forward-thinking advice align with OneDigital’s mission to help people do their best work and live their best lives — through more connected, coordinated guidance. 

“The Phocus advisory firms have built their business around thoughtful, integrated advice, bringing together financial, legal, insurance, and planning expertise in a way that reflects how clients actually make decisions. As client needs continue to evolve, the ability to deliver more connected, coordinated guidance becomes increasingly important. These teams have delivered an exceptional, locally-driven client experience, allowing them to continue doing that, with broader infrastructure supporting them behind the scenes and access to a wider network of expertise that enhances how they serve clients over time.” 

— Andrew W. Jefferys, National Vice President of Wealth Management Solutions, OneDigital 

As part of OneDigital, the Phocus advisory teams will gain access to expanded planning resources, advanced technology, and national expertise — strengthening their ability to support clients across a wider range of needs.  

“We’ve always believed that truly great advice comes from seeing the full picture in our clients’ lives. Joining OneDigital allows us to take that vision further—expanding what’s possible through deeper resources, broader collaboration, and more integrated solutions, while staying grounded in the relationships that built our firm. We remain closely connected with Seth Fink and the Phocus Accounting & Tax team as we continue supporting our shared clients.”

— Clayton Janson, CFP®, AIF®, Founder, Phocus Financial

“Being part of OneDigital meaningfully enhances how we deliver coordinated advice across financial, business, legal, and risk considerations. With access to expanded capabilities and a more integrated platform, we can bring greater structure, efficiency, and depth to the planning and representation process, helping clients make more informed decisions as their needs grow increasingly complex.”

— Michael McGirr, Attorney at Law, Founder, Phocus Law

* The addition of Phocus Law to OneDigital is subject to regulatory approval, which is expected in the coming months. 

The accounting and tax division of Phocus Companies is not part of the transaction and will continue operating independently under the Phocus Companies name. References to the Phocus advisory firms in this release do not include the accounting and tax division of Phocus Companies. 

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. 

About Phocus Financial 

Phocus Financial is a Phoenix‑based financial advisory firm serving individuals, families, business owners, and public employees across the Southwest. The firm provides integrated wealth management, public pension guidance, and retirement plan services, helping clients and plan sponsors align financial strategies with long‑term goals through thoughtful planning, investment advice, and fiduciary‑focused support. For more information, visit phocusfinancial.com. 

About Phocus Law 

Headquartered in Phoenix with a presence in California, Phocus Law serves business and estate planning clients across the Southwest. The firm provides comprehensive business law and estate planning services—from supporting entrepreneurial ventures to resolving complex disputes and structuring generational wealth plans—delivering experienced, forward‑thinking counsel tailored to each client’s goals. For more information, visit phocuslaw.biz. 

About Phocus Insurance Services 

Phocus Insurance Services is an insurance advisory firm that partners with organizations to design and deliver strategic insurance and risk solutions. For over forty years, Phocus Insurance has focused on advocacy, transparency, and long-term relationships, helping clients make informed decisions that support organizational resilience and employee well-being. For more information, visit phocusinsurance.com.