OneDigital Welcomes Derse Morgen Financial Advisors, Strengthening its Commitment to Personalized Wealth Management in the Carolinas
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OneDigital announced the acquisition of Derse Morgen Financial Advisors, an independent financial planning and investment firm serving clients across North Carolina, South Carolina, and 21 other states nationwide.
Empowering Clients with Broader Resources, Deeper Expertise, and a Shared Dedication to Their Financial Success
OVERLAND PARK, KS - February 24, 2026 - OneDigital Investment Advisors LLC. is pleased to announce the acquisition of Derse Morgen Financial Advisors (Derse Morgen), an independent financial planning and investment firm serving clients across North Carolina, South Carolina, and 21 other states nationwide. The addition expands OneDigital’s wealth management presence in the Carolinas and reinforces its commitment to delivering personalized, integrated financial planning, retirement, and benefits solutions throughout the region.
Led by Managing Partner Tim Alessi, Derse Morgen is recognized for its comprehensive planning and investment approach and experience. For over 20 years the firm has built a reputation serving individuals and families, as well as professionals and executives in industries such as technology, healthcare, pharmaceuticals, banking, motorsports, and aviation. The firm focuses on helping clients align financial decisions with the lives they want to lead — balancing immediate priorities with long-term objectives.
“Derse Morgen brings a level of planning depth, industry insight, and client dedication that fits naturally with how we serve our clients. They share our belief that great advice starts with understanding the whole picture – life, work, and financial complexity – and then building strategies designed for long-term outcomes. Together, we’re strengthening our ability to deliver thoughtful, personalized guidance across the Carolinas.”
The Derse Morgen team — including Chief Operating Officer and financial advisor Matthew Shahady, as well as financial advisors Tom O’Connor and Ethan Alessi, will continue serving clients locally while gaining access to OneDigital’s national network of advisors and expanded financial services platform. This enhanced collaboration provides greater planning depth and long-term support, while preserving the trusted relationships and personalized service clients value.
“We have always believed in putting clients’ interests first, offering objective advice and building relationships based on trusted advice, not financial products. Our comprehensive approach to wealth management centers on serving our clients’ needs at every step. By joining forces with OneDigital, we can enhance this commitment and deliver even greater capability and value as our clients pursue their financial goals.”
- Tim Alessi, Managing Partner and Financial Advisor at Derse Morgen
As of September 30, 2025, OneDigital oversees $151 billion in assets under advisement. Derse Morgen reported $330 million in assets under management as of December 31, 2025. Together, the firms demonstrate significant market presence and enhanced capabilities to deliver innovative financial solutions across key markets. OneDigital is proud to support the South market with a team of 675 dedicated professionals across 42 offices.
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.
About Derse Morgen Financial Advisors:
Founded in 2005, Derse Morgen is an independent financial planning firm with offices in the Lake Norman area of Charlotte, North Carolina, Wilkesboro, North Carolina and Charleston, South Carolina. In all, the firm serves clients in 23 states. The firm provides comprehensive financial planning, retirement strategies, and wealth management services for individuals and families. For businesses and business owners, Derse Morgen offers guidance on retirement plans, business succession, tax strategy, and estate planning. For more information visit, dersemorgen.com