OneDigital Welcomes Silicon Valley Retirement Services, Expanding Retirement Presence in the West Region

Strategic Acquisition Strengthens OneDigital’s Capabilities and Adds $1.4 Billion in Assets Under Management in San Francisco Bay Area  

OVERLAND PARK, KS - February 26, 2026 - OneDigital Investment Advisors LLC, (OneDigital ®) is pleased to announce the acquisition of Silicon Valley Retirement Services (Silicon Valley) in San Jose, California. This strategic acquisition expands OneDigital’s integrated retirement solutions across the West region and reinforces its commitment to delivering comprehensive, client-centered financial services.  At the close of the sale, Silicon Valley had over $1.4 billion in assets under advisement, adding to OneDigital Investment Advisors $151 billion in assets under advisement.* 

Led by managing principals Tim Cole and Scott Keswick, Silicon Valley is an independent retirement services firm, providing fiduciary and investment advisory services, plan administration consulting, and customized employee education programs.  With a strong presence across the Silicon Valley and Northern California, the firm is built on a foundation of integrity, innovation, and results, aligning seamlessly with OneDigital’s values and long-term vision.

"We are pleased to welcome the Silicon Valley Retirement Services team to OneDigital. Their commitment to fiduciary standards and client-focused retirement plan solutions aligns with our mission to empower organizations and their employees for lasting financial wellbeing. Together, we are committed to building trusted relationships and supporting long-term success for plan sponsors and participants across the region."

 

— Frank Anzalone, Executive Vice President, Financial Services, West Region

Together, OneDigital and Silicon Valley will unlock new capabilities across the West region. Backed by OneDigital’s national network, the combined team delivers expanded expertise, advanced tools, and fully integrated financial solutions for employers and individuals.

“Our decision to join OneDigital was driven by a shared vision to elevate the customer experience and deliver greater value to our clients. By integrating with OneDigital, we gain access to advanced technology, deeper resources, and an expanded scope and scale that will enable us to better serve organizations and their employees," commented Tim Cole, CFP®, MBA and Scott Keswick, CIMA®, CPC, CPFA, Founders and Principals, Silicon Valley Retirement Services in a joint statement. "We are excited about the positive synergies with other OneDigital businesses, which will further enhance our ability to provide objective, client-focused solutions. Joining OneDigital empowers us to innovate and adapt, helping ensure we remain at the forefront of meeting our clients’ evolving needs."

*as of September 30, 2025.

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 Silicon Valley Retirement Services:  

Silicon Valley Retirement Services, founded in 2010 and located in the Silicon Valley, is an independent retirement firm offering customized fiduciary and advisory services that meet the diverse needs of plan sponsors and participants; plan administration consulting services;  and investment education programs that simplify the retirement planning process and better enable participants to achieve their retirement goals. For more information visit, svretirementservices.com.