#United States #Atlanta #GCG Advisory #First Fidelity

GCG Advisory Partners Expands in 2025

GCG Advisory Partners LLC (GCG AP), a prominent leader in the wealth management consulting sphere, recently announced a significant strategic acquisition at the onset of 2025. The firm has successfully acquired First Fidelity Financial Group of Atlanta, a respected financial advisory firm managing an impressive total of over $170 million in client assets. This partnership not only elevates GCG AP's asset management total to around $2.9 billion but also expands its client asset presence in the Atlanta region to over $400 million.

This acquisition reflects GCG AP's ongoing commitment to empowering financial advisors through scalable business models, comprehensive succession planning, and enriched growth opportunities. Joel E. Burris, CEO of GCG AP, articulated the strategic value behind this acquisition. He stated, "Integrating First Fidelity Financial Group into our operations underscores our dedication to providing superior resources and innovative solutions for financial advisors." Burris added that Kent Balch and his team bring invaluable expertise and a stellar reputation, thus enhancing the firm's capacity and intellectual capital significantly.

One of the standout features of this acquisition is the robust strategic relationship shared by both GCG AP and Osaic, a critical component in ensuring a smooth integration process. Burris noted, "We are incredibly grateful for Osaic's senior leadership and their continuous efforts to enhance our platforms and technology. This has been instrumental in allowing our firm the capability to efficiently scale while harnessing Osaic's extensive infrastructure."

This of course translates to a seamless transition for both clients and advisors alike. Burris emphasized that existing clients will not face any interruptions—there’s no need for documentation changes or modifications in processes—and can expect the same high-quality service post-acquisition as they experienced prior.

Kent Balch, President of First Fidelity Financial Group, also expressed his enthusiasm about the partnership. He noted, "Forming a relationship with GCG Advisory Partners is a thrilling prospect for me and my team. This acquisition enables us to leverage GCG AP's robust infrastructure and support, thus enhancing our ability to serve our clients, scale our operations, and offer a broader suite of services as the wealth management landscape continues to evolve."

This strategic step further solidifies GCG AP's commitment to supporting independent advisors through equity solutions and a strong foundation enabling their success in the highly competitive financial market. The acquisition anticipates benefiting clients by pooling together specialized knowledge and resources.

For further information about GCG Advisory Partners and their services, visit www.GCGAP.com.

This acquisition not only marks a monumental step for GCG Advisory Partners but also sets the stage for future growth and innovation within the wealth management sector, establishing robust frameworks that reinforce the company’s position as a market leader.

In summary, as GCG Advisory Partners moves forward into 2025 through this acquisition, it paves the way for expanding service offerings and asset management capabilities in the evolving financial advisory landscape, ensuring sustained success both for its advisors and their clients.