An independent advisory firm with $1.5 billion in assets under management has affiliated with Triad Advisors Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc.
GCG Financial, based in Deerfield, Ill., was started in 1974 and has grown into a full-service financial advisory, employee benefits and risk management firm. GCG is part of the Alera Group, an independent, national insurance and financial services firm created through a merger of 24 firms across the United States.
“We look forward to aligning the resources, tools and expertise necessary to enable GCG and its professionals to build upon their four decades of exceptional client service and success, and significantly accelerate their growth strategy,” said Nathan Stibbs, Triad’s executive vice president and chief strategy officer, in a statement.
“We are excited about taking the next steps toward realizing our future growth plans and we view Triad as a key strategic partner in this journey," said Rick Levitz, GCG’s managing partner and president of wealth management.