ONEDIGITAL FINANCIAL SERVICES
Houston, Texas
We help our clients build and protect their financial future through personalized solutions.
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.
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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Christi Allen, QKA®, AIF®
Director, Retirement Plan Consulting
Anita Gaddi
Client Relationship Manager, OneDigital Financial Services
Lana Rodriguez
Client Relationship Manager, OneDigital Financial Services
Sandy Jordan
Client Service Manager, OneDigital Financial Services
Elizabeth Prudhomme
Client Service Manager, OneDigital Financial Services
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.
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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
