Bend wealth management firm acquired
Published 11:59 am Tuesday, August 6, 2024
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ASI Wealth Management, a Bend-founded business, has been acquired by OneDigital Investment Advisors LLC, a publicly held investment firm.
Founded by Randy Miller, ASI has been in business for 25 years and has offices in Seattle, Portland and Medford. The 14 employees will be retained, according to a press statement by ASI.
“The strategic acquisition aligns perfectly with our growth vision and solidifies our wealth management presence in the Pacific Northwest,” said Vincent Morris, OneDigital president of retirement and wealth, in a prepared statement.
OneDigital is a financial services company that provides access to a human resources platform for more than 100,000 employers, according to the press statement. The company was founded in 2000 and is headquartered in Atlanta, Georgia.