(ASI Wealth Management Team | Photo courtesy of ASI Wealth Management)
ASI Wealth Management (ASI), a regional Northwest investment advisory firm headquartered in Bend with offices in Oregon and Washington, has been acquired by OneDigital Investment Advisors LLC, an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital. This strategic partnership marks a significant milestone in ASI’s 26-year commitment of delivering exceptional service and personalized wealth management solutions.
Founded by President and Founder Randy Miller, ASI has been building relationships and providing personal wealth management and institutional consulting to a diverse client portfolio, including individuals, families, corporations, and not-for-profit organizations for over 25 years. ASI’s valued team has joined OneDigital and will maintain its personal commitment to client service from its existing locations in Oregon and Washington.
“When I began succession planning, my two main goals were clear: to retain our talented team of advisors and staff, and to uphold our fiduciary standard, ensuring the exceptional care and personalized management our clients expect,” said Miller. “OneDigital emerged as the ideal partner due to their cultural alignment, client-centric focus, and strong leadership. I am confident this partnership will allow our team to continue building on ASI’s legacy for many years to come.”
The addition of ASI signals strong investments within OneDigital’s growing West marketplace. Out of 18 acquisitions announced in 2024, across all practices, OneDigital welcomed ten new acquisitions to the West region. This move will further enhance the integrated offerings for businesses and individuals across the region.
“We take great pride in welcoming Randy and the ASI team to OneDigital,” said Vincent Morris, president Retirement + Wealth, OneDigital. “This strategic acquisition aligns perfectly with our growth vision and solidifies our wealth management presence in Pacific Northwest. Together, this partnership opens up significant opportunities, complementing our existing strengths and allowing OneDigital to deliver even greater value to our clients.”
About ASI Wealth Management:
Founded in 1998, ASI is a wealth management and consulting firm headquartered in Bend, Oregon with offices in Seattle, Portland, and Medford. The firm’s philosophy is based on strong relationships and a deep understanding of aligning client assets to help them achieve all that is important to them. With a team of 14 employees whose average tenure with ASI is over ten years, the firm takes pride in supporting their communities and in doing what’s right instead of what’s easy for their clients.
About OneDigital:
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
