New Independent Firm GFC Planning Launched by Former Morgan Stanley Advisor Lance Huebner

GFC Planning, an independent registered investment advisory firm, has been launched by Lance Huebner, a former Morgan Stanley advisor and US Army veteran. The firm provides personalized financial planning and investment management services to help clients achieve their goals. Huebner has over 15 years of experience in financial planning and has served in Iraq, earning a Purple Heart. GFC Planning focuses on cash flow planning, investment management, retirement planning, and more.

GFC Planning, an independent registered investment advisory firm, has been launched by Lance Huebner, a former Morgan Stanley advisor and US Army veteran. The firm provides personalized financial planning and investment management services to help clients achieve their goals. Huebner has over 15 years of experience in financial planning and has served in Iraq, earning a Purple Heart. GFC Planning focuses on cash flow planning, investment management, retirement planning, and more.

Sanctuary Wealth, a hybrid RIA based in Indiana, has welcomed GFC Planning to its network. GFC Planning manages $120 million in client assets and marks the latest in a series of wirehouse breakaways to join Sanctuary’s Partnered Independence platform RIA moves: Sanctuary adds ex-army veteran advisor from ...^[1]. Huebner, who previously spent 11 years at Morgan Stanley, cited the desire to build a business "bigger than myself" as a key factor in his decision to go independent. He noted that Sanctuary’s transition support and integrated systems have helped make the move smoother.

Sanctuary Wealth says its network now includes more than 125 partner firms across 32 states, with over $55 billion in assets on and in transition to its platform. The firm expanded its affiliation options last year by acquiring tru Independence, offering partner firms a range of models to suit their needs. More recently, Sanctuary extended its presence in Orange County, California, welcoming a breakaway team from UBS with $1.2 billion in client assets RIA moves: Sanctuary adds ex-army veteran advisor from ...^[1].

Meanwhile, Parkwoods Wealth Partners announced this week that Shoreline Wealth Advisors has joined its platform. Shoreline, based in Indiana, brings approximately $350 million in assets under advisement and an affiliated tax preparation business, Shore & Co. The deal closed August 1 and will see the Shoreline brand transition to Parkwoods over the coming months RIA moves: Sanctuary adds ex-army veteran advisor from ...^[1].