GCG Advisory Partners

GCG Advisory Partners Securities and investment advisory services offered through Osaic Wealth, inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Markets don't rise on optimism alone. They rise when earnings support the story.Over the past year, S&P 500 earnings exp...
05/28/2026

Markets don't rise on optimism alone. They rise when earnings support the story.

Over the past year, S&P 500 earnings expectations held relatively steady. But in recent weeks, analysts have significantly revised forecasts higher as companies delivered stronger-than-expected results and improved guidance.

The consensus Q1 2026 earnings estimate now stands at $80.78 per share, a notable jump from where expectations sat for much of the past year.

While headlines and sentiment often drive short-term market movements, earnings remain one of the most important drivers of long-term stock performance. The recent rally isn't just being supported by enthusiasm. It's increasingly being supported by improving fundamentals.



Source: Exhibit A, FactSet Research Systems Inc., Standard & Poor's. Past performance is not indicative of future results.

This , we pause to honor the lives of the brave men and women who made the ultimate sacrifice in service to our nation....
05/25/2026

This , we pause to honor the lives of the brave men and women who made the ultimate sacrifice in service to our nation.

Their courage and dedication will never be forgotten, and their legacy continues to inspire generations. We are grateful for the freedoms they helped protect and for the families who carry their memory forward each day.

From everyone at GCG Advisory Partners, we remember and honor our fallen heroes.

GCG Advisory Partners is thrilled to officially welcome Delaney Metcalf as our new Chief Financial Officer. A seasoned e...
05/22/2026

GCG Advisory Partners is thrilled to officially welcome Delaney Metcalf as our new Chief Financial Officer. A seasoned executive from one of the industry’s leading platforms, Delaney brings the depth of experience and strategic perspective that will help position our firm for continued growth. We are excited for the leadership, insight, and operational excellence he will bring as we continue expanding our platform and investing in the future of our advisor community.

As our CEO, Joel Burris puts it, " "

Welcome Delaney!
Read more in Citywire. 🔗
https://citywire.com/ria/news/4-3bn-gcg-names-ex-osaic-exec-as-cfo/a2489767

Read more on our website: https://www.gcgap.com/delaney-metcalf-joins-as-cfo

We are Excited to announce that Joey Hagner, Chief Growth Officer at GCG Advisory Partners, will be joining the stage at...
05/12/2026

We are Excited to announce that Joey Hagner, Chief Growth Officer at GCG Advisory Partners, will be joining the stage at Invesco’s 2026 Solutions Summit for the “Best Practices Panel.”

Alongside Brian S. Hoffman of Hoffman Financial Strategies and moderated by Carter Loetz of Invesco, the conversation will focus on practice innovation, growth, and the impact strong strategic partnerships can have on advisors and the clients they serve.

We’re grateful to Carter and the entire team at Invesco for their continued partnership and for creating opportunities that bring leaders across the industry together to share ideas, insights, and best practices.

Looking forward to a great discussion.

Today, we’re thinking about the people who shape our lives through care, sacrifice, guidance, and unconditional support....
05/10/2026

Today, we’re thinking about the people who shape our lives through care, sacrifice, guidance, and unconditional support.

To mothers, stepmothers, grandmothers, mentors, caregivers, and to those remembering someone special today, Happy .

Your impact lasts far beyond a single day.

Tech prices and tech valuations are telling two very different stories right now.As of May 4, the S&P 500 Technology sec...
05/05/2026

Tech prices and tech valuations are telling two very different stories right now.

As of May 4, the S&P 500 Technology sector is sitting just -0.5% off its 52-week high, while forward P/E is still down -25.5%. That gap matters.

It means prices have recovered, but valuations have reset. Investors today are paying a meaningfully lower multiple for nearly the same level of price exposure.

This kind of divergence doesn’t happen often. It’s a reminder that what you pay matters just as much as what you own.

We’re excited to be attending the Osaic NXT Conference in Boston on April 29–30.A big thank you to Osaic for bringing ad...
04/28/2026

We’re excited to be attending the Osaic NXT Conference in Boston on April 29–30.

A big thank you to Osaic for bringing advisors and industry leaders together to exchange ideas, share perspectives, and explore what’s next for the advisory space.

Looking forward to the conversations and insights around growth, independence, and the evolving landscape of wealth management.

Today we announced that Gateway Capital Advisors, a wealth management firm with $400 million under management, is joinin...
04/23/2026

Today we announced that Gateway Capital Advisors, a wealth management firm with $400 million under management, is joining our Monetize and Grow Platform. Managing Partners Dustin Ward, Shaun Griese and Joseph Sigman have built Gateway into an outstanding practice over the past decade, and we are thrilled to welcome them to GCG as Operating and Equity Partners.

This demonstrates our culture-first acquisition model, where we seek partnerships with mid-career advisors who want to collaborate and double down on their growth alongside GCG as partners.

Gateway’s high-touch personalized client engagement strategy, including in-person educational seminars monthly, outperforms passive client acquisition models. Now, with GCG, Gateway will accelerate growth through access to GCG’s technology platform, operational support, marketing resources, succession planning strategies and capital.

We’re looking forward to working together to build on their proven success!

Thank you to Holland & Knight LLP who served as Legal Counsel to GCG Advisory Partners, as well as to BharCap Partners for their ongoing partnership in supporting our growth.

Read more in the article below:
https://conta.cc/4u50CWD

Today, GCG Advisory Partners announced that Gunderson Capital Mgt. Inc., a nationally recognized, fee-only independent R...
04/15/2026

Today, GCG Advisory Partners announced that Gunderson Capital Mgt. Inc., a nationally recognized, fee-only independent RIA firm, is joining our platform. We are excited to welcome Bill Gunderson, President and CEO, as an Operating and Equity Partner. This partnership marks an important step in GCG’s expansion into the fee-only, pure RIA channel.

Over the past several decades, Bill has built an exceptional firm distinguished by its research-driven, growth-oriented approach to investment management. Bill’s media reach and brand-building expertise are true differentiators in the space, and combined with GCG’s platform, this momentum will accelerate growth and strengthen our marketing and client engagement efforts.

It also reinforces a core belief at GCG that organic and inorganic growth are most powerful when aligned. By partnering with advisors who have built strong, scalable businesses, we can enhance that momentum with the infrastructure, capital, and resources of our platform.

Thank you to ECHELON Partners who served as the exclusive financial advisor to Gunderson Capital Management and Holland & Knight LLP who served as Legal Counsel to GCG Advisory Partners, as well as to BharCap Partners for their ongoing partnership in supporting our growth.

Excited to get started!

04/13/2026

Planning to sell your practice someday?
Here's a hard truth: having a buy/sell agreement on file is not a succession plan. It's a document. The plan is what you build around it.

If your successor has never seen your P&L, doesn't know how payroll runs, and can't finance a $10–20M valuation on a $200K income, that's not a succession problem. That's a preparation problem.

The advisors who get the highest valuations don't start 6 months before a transition. They start 5–10 years out.

Here are the 4 strategies that separate a "book of business" from a true enterprise:
1. Invest in next-gen talent (real development, not just shadowing)
2. Build an ensemble service model
3. Develop scalable operations
4. Create a referral-driven growth engine

Swipe through for the full playbook, including specific actions you can take starting this quarter.

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1415 Vantage Park Drive, Suite 250
Charlotte, NC
28203

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

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