GCG Adds $180 Million Tennessee Wealth Firm

In this article, you’ll discover:

  • How GCG added a Tennessee firm with a massive $180 million in assets.
  • Why this is a perfect match built on trust and a client-first culture.
  • The reason Tennessee is a top spot for wealth and business growth.

GCG Advisory Partners is expanding its team. They recently announced that Head Investment Partners has joined their platform. This Knoxville group manages a massive $180 million in assets. It is a big step for everyone involved.

A Perfect Match

The leaders from both sides are very excited about this deal. Joel Burris is the CEO of GCG. He shared his thoughts on the new addition.

“Welcoming Daniel, Carleen, and the Head Investment Partners team is exactly the kind of partnership we set out to build,” Burris stated. “They’ve spent years earning their clients’ trust and running a disciplined, deeply personal practice, and our role is to give them the capital and resources to take it further, without changing what makes them special. That is what our model is about, and we are proud to partner with the Head Investment Partners team.”

Joey Hagner is the Chief Growth Officer at GCG. He also praised the new partner and his leadership skills.

“From our very first interactions with Daniel, it was apparent that he was a charismatic advisor and a natural leader,” Hagner stated. “His clients see the same empathy, trust, and drive we saw the moment we met him. He’s a serial entrepreneur still in growth mode, exactly the mindset that defines GCG. Partnering with Daniel also establishes our first footprint in Tennessee, one of the nation’s top destinations for wealth migration.”

Daniel Head is the Managing Director of the Knoxville firm. He will now be an Operating and Equity Partner with GCG. He explained why he chose them over other options.

“I evaluated many options, including private equity aggregators, broker-dealers, and other RIA platforms, but ultimately it came down to culture and shared values,” Head stated. “GCG was the only partner that wanted to build on what we’ve created rather than change it. Its platform expands what we can deliver to our clients, with the depth of resources to deepen relationships across our business-owner network and create lasting value for the families we serve. My clients have trusted us for decades, and GCG understood from day one that protecting those commitments comes first. I’m proud to join as an equity partner and help build something enduring.”

Why Tennessee?

This partnership is special because it is the first time GCG has set up shop in Tennessee. The state is growing fast. In fact, Tennessee was a top ten state for population growth in 2025. People are moving there to save money on taxes and build their wealth.

Head Investment Partners is the perfect group to help GCG grow in this busy area. They bring over thirty years of industry experience to the table. Their team is known for putting clients first and running things smoothly. They treat their clients like family while operating with high business standards.

Looking Ahead

GCG wants to help advisors grow their financial practices. Their platform gives business owners the tools and technology support they need to succeed. They also provide planning and marketing resources.

Head Investment Partners will keep its current name and brand. The local team will still handle their daily tasks just like before. The main difference is that they now have a strong parent company backing them up.

This move shows that GCG focuses on finding quality partners instead of just grabbing any business. They want to build lasting value for everyone. With strong support from investors like BharCap Partners, GCG is ready to welcome more smart advisors in the future.

Similar Posts