OneDigital announced that it had acquired StoneStreet Equity, a retirement plan consulting and wealth management firm in Armonk, New York, with $3.8 billion in assets under advisement.
StoneStreet was founded by Robert A. Goldstein and is currently led by principal and chief investment officer Spencer Goldstein and principal and managing director Heidi Sidley.
For those that remember my personal history, StoneStreet was the advisor that the human resources director of my old law firm, hired, based on a recommendation that I didn’t make, which was a humiliating experience. Solid firm, though.