Our Mission

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

Independence Redefined

GCG Advisory Partners invests in select advisory firms to become equity and operating partners to fuel growth through increased scale together. We 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.