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Business Details
26 Years
experience
Trusted Insurance, Financial & HR Consulting Solutions
OneDigital has been a trusted partner in insurance, financial services, and HR consulting for 25 years, dedicated to helping businesses and individuals achieve health, success, and financial security. Our team combines technology-driven solutions with personalized expertise to deliver tailored benefits, retirement plans, and workforce strategies. With a focus on innovation and client advocacy, we empower organizations to navigate complex challenges while prioritizing the well-being of their employees. Our commitment to diversity, equity, and inclusion ensures that every solution we design reflects the unique needs of our clients. Backed by a national network of professionals, we provide localized advice and data-driven insights to support long-term growth.

From small businesses to large enterprises, our services span employee benefits, executive compensation, wealth management, and risk mitigation. We pride ourselves on fostering partnerships built on trust, transparency, and measurable outcomes. Our mergers and acquisitions strategy strengthens our ability to deliver comprehensive solutions, while our dedication to corporate responsibility shapes a future where businesses and individuals thrive together. By integrating advanced technology with human expertise, we transform industry challenges into opportunities for our clients. Our mission remains unwavering: to advocate fiercely for our clients, ensuring they are equipped to do their best work and live their best lives.
Services
Employee Benefits Consulting Retirement Plan Services HR Technology Consulting Wealth Management Property & Casualty Insurance
Details
  • Year established: 2000
Highlights and features
  • We offer 25 years of experience in integrated insurance and HR solutions.
  • Our tech-driven platform simplifies complex benefits and financial planning.
  • We provide localized advice with national resources and expertise.
  • Our mergers and acquisitions strategy strengthens client service capabilities.
  • We prioritize diversity, equity, and inclusion in every solution we design.
What people say
Expert guidance Tailored solutions Strong support
Services
Employee Benefits Consulting
Our employee benefits consulting leverages data and insights to create customized healthcare and retirement plans tailored to organizational growth stages. We focus on cost containment, compliance, and employee satisfaction through innovative solutions like pharmacy consulting and global benefits management. Our approach ensures businesses attract and retain top talent while optimizing financial outcomes.
Retirement Plan Services
We enhance retirement savings programs by integrating them into broader workforce strategies, reducing financial stress for employees. Our services include plan administration, compliance testing, and executive benefits design, ensuring audit readiness and alignment with organizational goals through expert third-party administration partnerships.
HR Technology Consulting
Our HR technology consultants assess current systems and develop tailored HCM strategies to improve efficiency and ROI. We specialize in system optimization, implementation, and managed support, ensuring seamless integration of technology with business objectives while addressing evolving workforce dynamics.
Wealth Management
Our wealth management approach integrates investments, insurance, taxes, and estate planning into unified strategies aligned with individual financial goals. We offer personalized financial plans, investment advice, and private client services to simplify complex financial lives and ensure long-term security.
Property & Casualty Insurance
We provide comprehensive property and casualty insurance solutions to safeguard businesses from financial, regulatory, and operational risks. Our services include brokerage, claims consulting, and safety programs, ensuring robust protection and compliance with industry standards.
People
Jeff Fallick
Regional Managing Principal, West Region
Jeff Fallick leads the West Region with a focus on leveraging technology and innovation to drive business growth and client satisfaction.
Laura Ahern
Managing Principal
Laura Ahern specializes in HR consulting, delivering strategic solutions that align workforce dynamics with organizational objectives for sustained success.
Questions
What services does OneDigital offer?
We provide insurance, financial services, and HR consulting, including employee benefits, retirement plans, wealth management, and risk protection.
How long has OneDigital been in business?
We have 25 years of experience helping businesses and individuals achieve their goals through innovative solutions.
Do you serve businesses of all sizes?
Yes, we offer tailored solutions for small, medium, and large enterprises across industries nationwide.
What sets OneDigital apart from competitors?
Our tech-driven platform, national expertise, and focus on diversity and inclusion create unique value for clients.
Reviews (4)
Austin DePratto
Jun 06, 2021 Report
Critical: Professionalism I called to get help with getting my insurance information settle. They do not do a good job of communicating updates. I have had to call to get my own updates. The last person that I talked to didn't even say have a good day or goodbye on the phone she just hung up. She didn't asked if she could help with anything else.
ClutchEffXcT OnYt
Dec 30, 2019 Report
Small Business owners beware. These people are absolutely horrible. As a Small Business Owner, I cannot afford to have my time wasted. This company intentionally wasted my time and forced me into a wall until my insurance was cancelled. Unethical behavior. I would highly recommend to anyone to use a different service.
Scott Baradell
Oct 28, 2018 Report
We worked with the Reaves Agency, which was acquired by OneDigital last year, for several years and have seen no drop-off in the high quality of services we have received with our Dallas PR firm's employee health plan. In addition, OneDigital integrates with Zenefits, which has allowed us to go completely paperless with our HR function, from offer letters to benefits to employee reviews. It's been a seamless transition and we look forward to partnering with OneDigital in 2019.
Florida Vegan PieLady
Mar 24, 2017 Report
Horrific! They lied and said they were with Metlife. They are not! Metlife has never heard of this company, nor the names of the people that we spoke to. Metlife was NOT happy at all to hear about this. They have no right to sell Metlife products period. Stay away from this company. Who knows what they are doing with your social security numbers. Which the never should have asked for to begin with.

They kept us waiting for months just to get a quote! Then kept passing the blame onto another employee stating it takes 7 business days to receive a quote. I have spoken to several REAL brokers and they laughed. It doesn't take anytime to get a quote nor to be signed up and receive benefits. Changing your name to One Digital is not going to help you get away from terrible customer service and lies. What you are doing is fraudulent and you have been reported. Oh and we monitor our credit by the way.