Navigating Significant Financial Complexity
Private Client Solutions
Helping individuals and families with complex wealth navigate decisions through integrated advisory solutions tailored to their goals.
Integrated Strategies Built for Significant Wealth
A coordinated, multi-disciplinary approach that brings your advisors, accounts, and daily financial decisions together in one seamless family office experience.
- Advanced planning that aligns income, estate, and philanthropic priorities
- Centralized coordination that simplifies oversight across advisors and accounts
- Strategies to protect, sustain, and transition wealth across generations
Integrated advisory for business owners and closely held enterprises navigating transitions, and the coordination of business and personal wealth.
- Planning for business transitions
- Strategies for liquidity and succession
- Alignment of personal and business financial goals
Solutions tailored for corporate executives managing equity compensation, concentrated stock positions, and career transitions.
- Guidance on equity compensation and stock holdings
- Planning for career changes, leadership transitions, or exits
- Personalized strategies aligned with professional and financial goals
Customized portfolio strategies that blend public markets with and private and alternative investments to reflect your goals, manage risk, and support long-term outcomes
- Diversified portfolios with exposure across public, private, and alternative markets
- Thoughtful, efficient portfolio construction that balances opportunity, risk, and long-term value
- Strategies calibrated to your, liquidity needs, and long-term growth objectives
Helping families grow, protect & transfer their wealth.
Integrated Advisor Coordination
Round Table Collaboration for All Your Financial Needs
We serve as the central hub for your legal, tax, investment, and insurance advisors, Helping ensure alignment across all areas of your financial life. Our collaborative round table model brings specialists together to coordinate decisions, streamline communication, and support a cohesive, strategic approach.
EXECUTIVE PLANNING
Shape Your Business, Family, and Legacy with Strategic Succession Planning
Plan ahead to maximize value, protect your family, and ensure a smooth business transition.
Our Scale and Impact
$14 Billion
In Assets Under Management (AUM)*Wealth assets under management by OneDigital Investment Advisors LLC as of 9/30/2025.
12 Thousand
Wealth Management Households*Households with Wealth Management under advisement by OneDigital Investment Advisors LLC as of 9/30/2025.
Connect with the OneDigital Team of Advisors
Corporate Advisory and/or Tax services offered by Digital Insurance LLC ("OneDigital"). Investment advisory services offered through OneDigital Investment Advisors LLC ("ODIA"), an affiliate of Digital Insurance LLC.. Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. Insurance products offered by KJAC Partners LLC d/b/a KB Financial Partners (NPN# 16530783). OneDigital, M Securities and KJAC Partners LLC are independent and unaffiliated Entities For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://brokercheck.finra.org/firm/summary/43285.