OneDigital Investment Advisors, the Atlanta-based registered investment advisory subsidiary of insurance and consulting firm OneDigital, has acquired the assets of Gouldin & McCarthy, a financial planning and retirement plan consulting firm based in Basking Ridge, New Jersey.
The Gouldin & McCarthy team brings 30 plans and 4,300 participants to OneDigital, along with $314.5 million in advisory assets and $91.9 million in brokerage assets.
The firm’s entire team has joined OneDigital, which now advises on $81 billion for more than one million plan participants.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
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