OneDigital Tacoma, WA

Address4041 Ruston Way, Suite 101, Tacoma, WA 98402
Phone(206) 715-9078
Primary Services
Wealth ManagementFinancial PlanningRetirement Plan ConsultingBusiness Insurance & Risk ManagementEmployee BenefitsHR
Client Portal

Connect with a OneDigital Team Near You

OneDigital brings together a national team of experienced professionals who fiercely advocate for businesses and individuals to achieve their aspirations of health, success, and financial security. We provide personalized guidance, products, and solutions — delivered by one coordinated team and backed by one purpose: helping those we serve do their best work and live their best lives.

Team members listed on this page may work from this OneDigital office location, other OneDigital offices within the region, or remotely.

Our Solutions

Tailored solutions designed to help strengthen the health, financial security, and success of people and organizations.

Personal Financial Services

Wealth Management

Financial guidance built around your goals, your journey, and your life. We help you align resources, ambitions, and priorities—so you can navigate life’s milestones with confidence and build lasting financial well-being.

Adult son and older father hiking togeter in nature, resting on meadow. Spending time together.

Insurance

Personal Insurance

Protect what matters most with tailored personal coverage. From home and auto to umbrella insurance, our advisors help safeguard your lifestyle and assets—so you can feel secure no matter what life brings your way. 

Caucasian middle aged woman reading documents while sitting at outdoor cafe table, holding paper in one hand, thoughtful expression, coffee cup and notebooks on table

Personal Financial Services

Financial Education & Guidance

Build confidence and clarity at every stage of your financial journey. Through interactive learning, personalized resources, and timely events, we empower individuals to make informed decisions—helping to build lasting financial security.

Curtains, happy woman and thinking of future in home, planning and reflection of mindset with view. Window, smile and African girl with vision, ideas and dream for morning inspiration in living room.

Healthcare

Medicare Advantage

Explore your healthcare options with guidance you can trust. We help you navigate Medicare Advantage, supplemental, and prescription coverage with clarity—so you can make informed choices that fit your health and budget.

Senior woman, talking and outdoor with caregiver, nurse or healthcare service for person with a disability and wheelchair. Happy, face and elderly lady in park with care and support in retirement.

Personal Financial Services

Private Client

Sophisticated wealth strategies for individuals and families with complex needs. Our Private Client team delivers a level of strategy that streamlines complexity, protects your legacy, and gives you the confidence to focus on the life you choose.

Mature businessman using mobile phone at the airport in the waiting room. Business man typing on smartphone in lounge area. Portrait of latin man sitting and holding passport with luggage.

Personal Financial Services

Executive Planning

Turn complex business transitions into clear, actionable plans. We help entrepreneurs and business owners address the personal, tax, legal, and financial considerations of selling or transferring a business—ensuring a smooth succession and protecting long-term wealth.

Business, people and handshake with welcome in office for b2b upsell opportunity and contract agreement success. Internal collaboration, happy account manager and shaking hands for client onboarding.
Let’s build a plan that helps you live well—today and tomorrow.
Contact Us
Multiethnic startup business team on meeting in modern night office interior brainstorming, working on laptop

Connect With Us

Have a question or a goal in mind? We’re ready when you are.

Contact Us