Andrew W. Jefferys, AIF®, CRPC®

OneDigital Retirement + Wealth, National Vice President, Wealth Management Solutions


Andrew Jefferys serves as National Vice President, Wealth Management Solutions. In this role, his focus is on establishing, leading, and advising on national priorities around our advisory platforms, retirement-to-wealth initiatives, and ongoing enhancement of both our client and adviser experience. He is responsible for championing a variety of national strategies to align and grow the vertical.

Prior to OneDigital, Andrew was part of the Goulding & McCarthy team for 15 years. He served as a senior wealth adviser and operational leader dedicated to improving the experiences of both clients and advisers.

Andrew and his team joined OneDigital in 2021. He holds a bachelor’s degree in Finance from Miami University. Andrew is married and lives with his wife and three sons in Madison, N.J. He is an avid golfer and competes in a number of amateur tournaments throughout New Jersey.

Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Gouldin & McCarthy, LLC and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.

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