You’re unique.

We believe your business strategy should be too.

What We Do

Partner with select investment advisory firms by purchasing a minority stake to fuel their growth and enhance their enterprise value through increased scale.

Focus on helping other advisors run and grow their business today while also maximizing overall enterprise value in the long run.

  • Equity opportunities to join in on the success of the firm as a whole. We value everybody being on the same side of the table with true alignment in our goals.

  • Private equity-backed capital for advisor to grow their business through M&A activities and also provide alternate funding for succession planning like senior partner buy-outs.

  • Flexibility with deal structures, affiliation models, and other variables allow us to curate each opportunity to best fit your timeline and situation.

    Full middle and back-office support to free up your valuable time.

Succession at your pace, on your terms.

Strategic Partnership

Monetize a portion of your advisory practice while you build enterprise value and have more time to focus on the things you actually enjoy doing. Futureproof your business with a clear succession plan, tailored to your timeline and needs.

Partnered Independence

Experience the best of both worlds - own your book and control your practice without the headaches and risk of launching own RIA. Full middle and back-office support with expenses paid, ownership of your book, higher net payouts, and the freedom to run your business how your choose.

Independence, Redefined:

Experience independence without actually having to do it on your own.

OUR MISSION

At GCG Advisory Partners, we take every aspect of your practice and guide you through the stages of life, whether expected or unanticipated. The Bonsai tree signifies the stages of your career that intertwine and create balance. The bonsai tree is a reminder of our mission to help our Partner Advisors find balance in the struggle of being both a Financial Advisor and an Entrepreneur.

Find balance in the ongoing struggle of being both a Financial Advisor and an Entrepreneur.

Start the conversation today.

GCG In The News

  • GCG ADVISORY PARTNERS ADDS 225 MILLION TEAM FROM RAYMOND JAMES

    November 1, 2023

  • GCG Advisory Partners Announces Two Acquisitions at Advisor Group's Securities America

    CHARLOTTE, N.C., Jan. 10, 2023 /PRNewswire/

  • GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group

    CHARLOTTE, N.C., Jan. 20, 2022 /PRNewswire

  • GCG Advisory Partners acquires Branstrom Financial as GCG expands into the Blue Ridge Mountains through succession planning.

    MORGANTON, N.C., Jan. 12, 2022 / PRNewswire

  • GCG Wealth Management expands Greensboro office with the addition of two new Financial Advisors.

  • GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo

    CHARLOTTE, N.C., July 9, 2021 /PRNewswire

  • GCG Wealth Management Announces Launch of GCG Advisory Partners and Completes its Acquisition of Cooper Investment Company

    CHARLOTTE, N.C., May 20, 2021 / PRNewswire

  • GCG Wealth Management president, Joel Burris, appears on Time Warner Cable News to discuss the importance of insurance inventory in preparation for unpredictable weather.

    January 2017

  • Real estate, financial services firms latest groups to sign on at Vantage South End development.

    Charlotte Business Journal