OneDigital acquires $170 million Florida firm
Sarasota-based Generations Wealth Planning is led by a father-and-son team, Rob and Kevin Lyons.
OneDigital Investment Advisors, the registered investment advisory arm of Atlanta-based insurance broker and financial services firm OneDigital, has acquired the assets of Generations Wealth Planning, a Sarasota, Florida-based firm managing $170 million.
Terms of the acquisition were not disclosed.
Generations Wealth Planning is led by Rob and Kevin Lyons, a father-son duo, and serves more than 200 clients.
The deal “significantly extends OneDigital’s growing wealth division,” the company said in a statement, noting that the Generations Wealth acquisition was its third purchase of a wealth management firm this year.
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