- December 18, 2025
Loading
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.