Chad Wilson

Chad Wilson currently serves as a Senior Vice President of the Retirement + Wealth division of OneDigital. In addition to managing his office operations, Chad oversees the office’s process of selecting and monitoring investment managers, performing manager due diligence and formulating investment strategies. His duties also include provider fee negotiation, client acquisition and retention, and the due diligence surrounding selecting non-fiduciary service providers, such as a plan’s recordkeeper, administrator, actuary and custodian/trustee. Prior to co-founding Fiduciary Plan Advisors, Chad was the Director of Investment Consulting at a regional consulting firm overseeing $2.7 billion of qualified and non-qualified plan assets. Previously, Chad worked for a local TPA/Recordkeeper, where he gained a deep understanding of ERISA compliance. Chad graduated magna cum laude with a Bachelor of Science degree in Business Finance and English from Bloomsburg University of Pennsylvania. He is a