Atlanta Company Acquires Sarasota Wealth Management Company | Business Observer

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SARASOTA – OneDigital Investment Advisors recently announced the acquisition of the assets of Sarasota-based Generations Wealth Planning LLC. Financial terms of the deal were not disclosed.

GWP Founder Rob Lyons, also Managing Partner and Financial Advisor, and his son Kevin Lyons, Partner and Financial Advisor, have served over 200 clients. The father-son duo will remain with the company throughout the acquisition and will also bring the rest of the team, according to a statement.

“In our search for the highest quality firms to complement our client-focused approach, we found a rare gem when we met Rob and Kevin. As a purely wealth management business, Generations Wealth will help build OneDigital’s capabilities in the Tampa area where we have a strong benefits and retirement presence,” said Vince Morris, Division President. OneDigital’s Retirement + Wealth, in the release. “In turn, OneDigital will help their business grow even stronger and wider through better cross-selling opportunities.”

GWP is the third company to join Atlanta-based OneDigital this year.

“The resources OneDigital provides us with to enhance our customers’ experience are unparalleled,” Rob Lyons said in a statement. “With experienced private equity partners, OneDigital is well managed and carefully diversified across various financial management/health care services. The principles and values ​​instilled in the OneDigital culture perfectly aligned with ours and the partnership allow us to focus more closely on our customers while keeping an eye on future growth.

OneDigital Investment Advisors currently has more than $81 billion in total assets under advisement, according to the release. The company provides strategic advice and solutions to more than 85,000 employers across the United States.


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