OneDigital Investment Advisors, an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital, the nation’s leading strategic advisory firm focused on driving business growth for employers of all sizes, today announced it has acquired the assets of Fiduciary Plan Advisors (FPA).

This announcement is the most recent in a string of robust retirement and wealth management acquisitions including, Westminster Consulting, Clearview Advisory, and Atlanta Retirement Partners, totaling $9.3 billion in added assets under advisement and proving OneDigital’s accelerated growth within the financial services industry. As part of the FPA agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets and servicing over 200,000 Americans. Nine employees have joined OneDigital from FPA.

Founded in 2014, Fiduciary Plan Advisors is known for its excellence in service, team of experienced plan practitioners and full-service consulting on all employer-sponsored retirement plans. The company’s mission – to help working Americans feel less stressed and be happy – is led by industry mover and shaker, Jania Stout whose credentials span over 20 years and include prestigious accolades such as the Retirement Plan Adviser of the Year in 2016, the National Association of Plan Advisors (NAPA) Top Women Advisors: Captain every year since 2015 and many more. During her time serving as NAPA President from 2018-2020, Stout championed legislation before congress recommending improvements on tax simplification in an effort to help make it easier for small businesses to offer retirement plans for Americans.

“With Jania Stout and Chad Wilson at the helm, Fiduciary Plan Advisors have become one of the fastest growing and most well-known retirement plan consulting firms in the country. I really appreciate their passion for servicing retirement plans with the mission of reducing financial stress through financial wellness,” said Vince Morris, President of OneDigital Retirement + Wealth. “Fiduciary Plan Advisors’ outlook seamlessly aligns with OneDigital’s mission of converging health, wealth and benefits to create workplaces that help people do their best work and live their best lives and we’re excited to have them join the OneDigital family.”

“I’m extremely proud of the successes we have accomplished over the last seven years and I think a key component of that has been our people-first culture and business outlook,” said Jania Stout. “Maintaining this outlook was important to Chad and I and factored heavily in our decision to join OneDigital as they emphasize the same outlook with their employees and clients. We’re thrilled to join OneDigital and look forward to continuing the mission of providing financial wellness to everyone we serve.”

OneDigital’s comprehensive advisory services and market-leading solutions are now offered in more than 100 offices and an additional 59 retirement + wealth offices throughout the country, serving around 5,000 retirement plans and approximately 900,000 participants. Strategic partnerships have led to significant growth for the firm, fueling its investments in technology solutions and other resources that deliver efficiencies for broker partners and the customers they serve.

With eight acquisitions completed in 2021, the addition of Fiduciary Plan Advisors’ business continues to fortify OneDigital’s expansion in the retirement and wealth space. Park Sutton Advisors, LLC acted as exclusive financial advisor to FPA.