GCG Advisory Partners

GCG Advisory Partners Securities and investment advisory services offered through Osaic Wealth, inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Great teams get even stronger when they have the opportunity to learn from one another. This week, members of the GCG Ad...
08/28/2026

Great teams get even stronger when they have the opportunity to learn from one another. This week, members of the GCG Advisory Partners team traveled to St. Louis to spend time with one of our newest partners, Gateway Financial Advisors and see firsthand one of the strategies that has helped drive their growth.

A highlight of the visit was attending one of Gateway’s in-person educational seminars — a key part of the team’s approach to connecting with prospective clients, building trust, and creating meaningful conversations around investing and financial planning. The Gateway team brings deep investment knowledge to our organization, particularly in the structured investments space.

We’re excited to have Gateway Financial Advisors as part of GCG and look forward to everything we can learn and build together.

Success is even more meaningful when it’s shared. At GCG Wealth Management, our culture is built around collaboration, p...
08/11/2026

Success is even more meaningful when it’s shared. At GCG Wealth Management, our culture is built around collaboration, partnership, and a shared commitment to growth. Through the GCG Advisory Partners equity partnership model, our advisors have the opportunity to learn from one another, exchange ideas, strengthen their businesses, and ultimately deliver more for the clients they serve.

This year, we were proud to celebrate our top-performing advisors with an unforgettable trip to Lake Tahoe, recognizing the hard work, dedication, and results that continue to move our organization forward.

Beyond the views and time away, the trip was a reminder of what makes the GCG community special: talented advisors coming together, celebrating each other’s success, and building toward what’s next.

Congratulations to this year’s top performers and to another outstanding year of advising!

Big names don't always mean small risk. Even some of the market's most recognizable companies are still sitting 30%–60% ...
08/06/2026

Big names don't always mean small risk. Even some of the market's most recognizable companies are still sitting 30%–60% below their 52-week highs, while the S&P 500 is nearly back to breakeven.

Diversification can't eliminate risk, but it can help reduce the impact of any one company's setbacks.

08/04/2026

"When we grow, you grow. When you grow, we grow." That's what being equity partners actually means at GCG; one shared vision, one team.

David Buffie of Wagner Buffie Wealth and Chief Growth Officer Joey Hagner on the culture behind our aligned growth, and the thoughtful push to keep improving through AI and technology.

The mission isn't acquisition. It's alignment.

When advisors have the right platform behind them, everything changes.More time for clients. More resources for growth. ...
07/30/2026

When advisors have the right platform behind them, everything changes.

More time for clients. More resources for growth. More freedom to focus on building the business they envisioned.

We are grateful that Kent Balch of First Fidelity Group of Atlanta trusted us to be part of that journey.

If you're exploring ways to grow your practice without sacrificing your independence, we'd love to show you what's possible. Reach out for a confidential conversation.

https://www.gcgap.com/contact-us

Remember when vinyl was obsolete, disposable cameras were forgotten, and the '90s felt like ancient history?Not anymore....
07/28/2026

Remember when vinyl was obsolete, disposable cameras were forgotten, and the '90s felt like ancient history?

Not anymore.

Google search interest for all three has climbed to or near its highest levels in the past two decades, highlighting a growing appreciation for experiences that feel a little more tangible in an increasingly digital world.

Sometimes the next big trend isn't something new, it's rediscovering what we left behind.

07/23/2026

At GCG, growth has never been the whole point. What actually holds this firm together is a belief that we should be leaving the people around us better off: clients, their families, advisors, and everyone on the team.

That's the culture our CEO Joel Burris has built over nearly 25 years, and here's how he describes the thinking behind it.

Six months. Four exceptional teams. $1.1 billion in new assets. And EBITDA up more than 200% since our recap with BharCa...
07/21/2026

Six months. Four exceptional teams. $1.1 billion in new assets. And EBITDA up more than 200% since our recap with BharCap Partners.

The first half of 2026 wasn't about growth for growth's sake, it was disciplined ex*****on on a vision: building the platform where entrepreneurial advisors grow real enterprise value while staying focused on what matters most, their clients. With all three affiliation channels now live, every advisor has a clear route in.

This is what Independence, Redefined looks like. If you're an advisor thinking about your next chapter, let's have a confidential conversation.

Read more in our release below:

/PRNewswire/ -- GCG Advisory Partners ("GCG"), a national wealth management aggregator platform, today announced a series of milestones completed in the first...

$1.67 trillion in RIA deals changed hands in the first quarter… a record. Assets on the move more than doubled in a year...
07/14/2026

$1.67 trillion in RIA deals changed hands in the first quarter… a record. Assets on the move more than doubled in a year.

If you've ever wondered whether it's a good time to explore your options, the market just answered.

Here's what that record actually means for you as an owner: you have leverage. There's more capital chasing quality firms than there are quality firms to buy. That's not a reason to rush, it's a reason to choose well, on your terms.

Three things worth knowing while the window is open:
→ The headline multiple is just the cover. Cash at close, rollover equity, earnouts, retention terms, the structure underneath is what you actually take home. Two identical "prices" can be very different deals.

→ You're choosing a partner, not just a price. "Sell-and-stay" is the norm now, most owners stay on for years. So the real question isn't how much, it's who you'd actually want to build the next chapter with.

→ Leverage has a shelf life. Records don't last forever. The best time to understand your options is before you need them.

At GCG Advisory Partners, that's the conversation we like having, a straight, no-pressure look at how these deals really work and what's realistic for a firm like yours. Whether or not we turn out to be the right fit, you'll walk away knowing more than you did.

Thinking about what's next? Start with a number. Our valuation tool gives you a confidential, no-obligation estimate of what your firm could be worth in today's market...in about two minutes. Know where you stand before you ever take a call.
https://advisorvaluations.com/?lid=1783965919425-d243abfd&email=trogers%40structuredplan.com&name=Trogers
Source: ECHELON Partners, Q1 2026 RIA M&A Deal Report.

07/04/2026

Today, we celebrate 250 years of American independence.

For two and a half centuries, our nation has been defined by resilience, innovation, and the pursuit of opportunity. As we honor this historic milestone, we also celebrate the freedoms that allow each of us to build a future of our own.

From all of us at GCG Advisory Partners, Happy Fourth of July!

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1415 Vantage Park Drive, Suite 250
Charlotte, NC
28203

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

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