OneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team

OneDigital Acquires Derse Morgen

OneDigital Investment Advisors LLC. is pleased to announce the acquisition of Derse Morgen Financial Advisors (Derse Morgen), an independent financial planning and investment firm serving clients across North Carolina, South Carolina, and 21 other states nationwide.

The addition expands OneDigital’s wealth management presence in the Carolinas.

Led by Managing Partner Tim Alessi, Derse Morgen is recognized for its comprehensive planning and investment approach and experience.

The Derse Morgen team — including Chief Operating Officer and financial advisor Matthew Shahady, as well as financial advisors Tom O’Connor and Ethan Alessi, will continue serving clients locally while gaining access to OneDigital’s national network of advisors and expanded financial services platform.

As of September 30, 2025, OneDigital oversees $151 billion in assets under advisement. Derse Morgen reported $330 million in assets under management as of December 31, 2025.

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