OneDigital | Executive Benefits Consulting Email Format

Financial ServicesGeorgia, United States11-50 Employees

OneDigital | Executive Benefits Consulting is a financial services firm based in Atlanta, Georgia, offering executive benefits solutions and a coordinated suite of financial services through its network of affiliated entities. The company bridges investment advisory, securities distribution, and insurance products by operating ODIA (OneDigital Investment Advisors LLC) for advisory services, while securities are provided by two independent broker-dealers, M Holdings Securities, Inc. and Valmark Securities Inc., and insurance products are offered by Digital Insurance LLC or by ODIA representatives acting as independent agents; the affiliated entities are described as independent from one another. This multi-entity structure supports a combined approach to executive benefits and related financial planning needs.

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