Acquisition Deepens OneDigital's Presence in the Idaho Market with its Extended Portfolio
Atlanta, GA – June 08, 2021 – OneDigital, the nation's leading strategic advisory firm focused on delivering health, retirement/wealth, and HR solutions for employers of all sizes, has acquired Compass Benefit Advisors LLC.
Located in Meridian, Idaho, Compass Benefit Advisors works as one with its clients to provide comprehensive benefit solutions. The firm specializes in leveraging integrated technology systems to improve HR efficiencies.
“I've had the distinct pleasure of getting to know the Compass Benefits team over a gazillion Zoom calls during the Pandemic. From our initial call until they officially joined the team on March 1st, it was evident that their approach to consulting and servicing clients and their dedication to their team was an exact match for OneDigital's philosophy and culture. When engaging with firms about joining the OneDigital family, it always starts with the people. I couldn't be more excited to work with this incredible team of professionals, and I am thrilled to expand our region's footprint into Idaho under their leadership. -- Jeff Fallick, Regional Managing Principal, OneDigital Pacific Region
Susie Brocke, Partner for Compass Benefit Advisors added: "Finding a partner that shared our vision for supporting clients and colleagues was a top priority. In OneDigital, we found a like-minded partner that equally prioritizes the success of its clients and team members."
Melinda McDaniel, Partner for Compass Benefit Advisors, commented: "Joining a national organization with an established market presence elevates our depth of services and solutions while maintaining the local, close-knit relationships that our clients appreciate."
As part of the agreement, OneDigital will also procure Elevation Benefits, LLC—a partnership initiated by Compass Benefits Advisors prior to joining OneDigital. Elevation Benefits is an employee benefits consulting firm specializing in developing and managing self-funded health plans and direct contracting.
"OneDigital’s strength and national footprint grant us access to a much broader and deeper bench of expertise and resources to meet the unique needs of our enterprise clients,” said Doug Hetherington, CEO and Founder of Elevation Benefits.
"As the needs of employees continue to evolve, we want to ensure clients have the necessary resources to address any changes or complexities the future may bring," said Robert Tierney, Partner for Compass Benefit Advisors. “Together, with the Elevation team, we are making the workplace advisory more accessible to the clients and the communities we serve.”
OneDigital is steadily growing its geographical footprint with partnerships like Compass Benefits Advisors and Elevation Benefits. The firm’s alignment with like-minded organizations has expanded its business to more than 100 offices, supporting the needs of over 85,000 employers across the nation with comprehensive advisory services and market-leading solutions.About OneDigital
OneDigital is the nation’s leading health, retirement/wealth, and HR advisory firm focused on empowering business growth for employers of all sizes, and has consistently led as a workplace ally for over 20 years. OneDigital’s unique ability to converge health, wealth and human resources into a hub of services and business guidance has empowered companies to create workplaces that attract and retain talent while fueling innovation and company growth. As employee health care, wellness and workplace benefits continue to shift, companies of all sizes have relied on OneDigital’s exceptional advisory teams for counsel and its adjacent services, including employee benefits, holistic HR services, employee wellbeing and pharmacy consulting, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. Headquartered in Atlanta, OneDigital's more than 100 offices and 2,400+ business strategists serve the needs of over 85,000 employers across the nation.
OneDigital has been named to the Inc. 5000 List of America's fastest-growing companies every year since 2007, one of only 11 companies to do so and is currently listed as 18th on Business Insurance's list of 100 Largest U.S. Brokers. For more information, visit www.onedigital.com.About Compass Benefit Advisors, LLC
Compass Benefit Advisors provides guidance to employers in the creation and maintenance of employee benefit programs. Our team has over 100 years of experience in the benefit and HR consulting industry. We focus on providing exemplary customer service as we learn about your needs, coordinate with carriers, and develop benefit plans that meet employee expectations and your budget. Our knowledgeable, reliable, and skilled team will help you navigate the complex world of employee benefits while providing the highest level of support and cost-effective solutions.About Elevation Benefits, LLC
Elevation Benefits, LLC was founded in 2007 and managed by Employee Benefit veteran Doug Hetherington and career Business Leader Clint Schnoor. Through their working relationship, this team came together to elevate the employee benefit business, specifically addressing the health insurance needs of middle-market employers. Elevation Benefits speaks to their mutual drive to achieve a new pinnacle of success while partnering with others in the industry to elevate the game.