Atlanta company acquires Sarasota wealth management firm

The move is expected to grow the firm's wealth division.


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  • | 1:00 p.m. February 23, 2022
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Courtesy. GWP is OneDigital's third wealth management firm acquisition this year. Pictured are Kelly Morris, Rob Lyons and Kevin Lyons.
Courtesy. GWP is OneDigital's third wealth management firm acquisition this year. Pictured are Kelly Morris, Rob Lyons and Kevin Lyons.
  • Manatee-Sarasota
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SARASOTA — OneDigital Investment Advisors recently announced the acquisition of assets of Sarasota-based Generations Wealth Planning LLC. Financial terms of the deal weren't disclosed.

GWP Founder Rob Lyons, also managing partner and financial adviser, and his son Kevin Lyons, partner and financial adviser, have served more than 200 clients. The father-son duo will stay with the firm through the acquisition and are bringing the rest of the team as well, according to a statement. 

 

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