Atlanta company acquires Sarasota wealth management firm

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

  • By Business Observer Staff
  • | 1:00 p.m. February 23, 2022
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.

 

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