ONEDIGITAL WEALTH MANAGEMENT
Greensboro, North Carolina
Our approach to wealth management begins with a simple yet powerful foundation: a conversation centered on you. Your financial journey is unique, and we believe in providing tailored guidance to help you navigate the complex maze of opportunities, empowering you to stay focused on achieving your goals
Current Clients
For existing clients, you may access your portals here. If you have any difficulty logging in, please contact us to assist.
Contact Our Team
3623 North Elm Street, Suite 102
Greensboro, NC 27455
(336) 230-0071 | Email
We harness the Power of One to deliver personalized financial advice to help live your best life now and into the future.
At OneDigital Investment Advisors LLC, our team of licensed, independent financial advisers simplifies your complex financial life by integrating investments, insurance, taxes and estate planning into a single strategy. By understanding your goals and objectives, we help design a shared vision of success.
MEET THE TEAM
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Patrick Rush, CFP®, CAP®, CLU®, MBA
Senior Vice President, Wealth Management
Eduarda York, SPHR, SHRM-SCP
Vice President, Wealth Operations
Cameron Aydlett, CFP®, ChFC®, NQPC™
Vice President, Wealth Management
John Marske, CFP®
Vice President, Wealth Management
Jonas Boyer, CFP®, NQPC™
Director, Wealth Management
Kaitlyn Lingard, CFP®
Senior Wealth Advisor
Matthew Stratton, CFP®, CLU®, ChFC®, NQPC™
Senior Wealth Advisor
Paul Huber
Wealth Advisor
Max Benson
Financial Planning Associate
Aderonke Bankole Falaye
Senior Client Portfolio Specialist
Laura Harkey, FPQP™
Director, Client Services
Kelly Harter, FPQP™
Senior Client Service Specialist
Barbara Richley
Senior Client Service Specialist
Andrea Bell
Client Service Associate
Karen Baleno
Office Manager
Linda Willard
Director, Wealth Operations
Take Charge of Your Financial Future
At OneDigital, we believe saving and investing should be easier for everyone. At our Financial Academy, you'll find resources to help you manage your money more confidently and reach your goals.
Each month, you're invited to join a live class with one of our financial advisers. Click to learn more about our upcoming Financial Academy sessions.
Register
Join us for the next session
On Demand
See all past Financial Academy sessions
Crafting a Legacy-Oriented, Customized Wealth Management Experience
Financial conversations don't have to be uncomfortable. Relying on a team of experienced advisers can help mitigate challenges surrounding money and emotions in your family. With extensive knowledge in investment, financial, risk and insurance planning, along with dependable fiduciary trust services, our team understands the intricacies of minimizing tax obligations and meeting the unique demands of your wealth.
- Financial Management
- Family Business Succession
- Asset Protection
- Estate Planning
- Communication Alignment
- Wealth Transfer
- Security Coordination
- Family Office Services
