OneDigital Investment Advisors, a subsidiary of OneDigital, an insurance brokerage and HR consulting firm, said Monday it has acquired Florida Pension Group, a Florida-based retirement plan consulting and wealth management firm that manages more than $500 million in assets.
Florida Pension Group, which has its headquarters in St. Johns, was founded in 1998 by its president, Troy Tummond. It provides retirement plan services to more than 100 businesses and wealth management advice to more than 270 households.
In addition to Tummond, the team includes advisors Steve Carter, John Hudson, John Pomroy and Landon Strickland and staffer Jill Markey.
The acquisition gives OneDigital its 17th office in Florida and brings its assets to $108.9 billion.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.