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Sanctuary Wealth Welcomes Lance Huebner, Founder of GFC Planning, from Morgan Stanley


News provided by

Sanctuary Wealth

Sep 12, 2025, 10:40 ET

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Huebner chose independence with Sanctuary to scale his business and provide clients with enhanced strategies, solutions and services

MIAMI, Sept. 12, 2025 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, welcomes Woodbury, Minnesota-based GFC Planning (GFC) to its network. Founded by Lance Huebner, CFP, the firm is the latest wirehouse breakaway to choose Sanctuary's Partnered Independence platform. Formerly with Morgan Stanley, GFC has $120 million in total client assets.

"We want to work with advisors like Lance, someone who has had significant early success and a long career in front of him," said Vince Fertitta, President of Sanctuary Wealth. "Couple that with the fact that he is a decorated veteran with high character and a passion for serving clients, Lance represents the exact kind of next-generation talent who can thrive on our platform. We are thrilled to welcome Lance into the Sanctuary family and look forward to helping him accelerate his growth and expand his offering to clients."

GFC Planning is dedicated to delivering personalized financial planning and investment management services that enable clients to achieve their objectives, safeguard and expand their assets, and gain clarity on their financial future. The name "GFC" stands for God, Family and Community, a quiet reflection of the firm's foundational values of doing high-quality work, always putting clients first and giving back generously.

"My long-term goal has always been to build a business that is bigger than myself, and over time, it became clear that going independent was the best way to do this," said Huebner. "Sanctuary's transition team has been terrific. I have complete support, so I don't have to figure things out on my own. The firm's systems talk to each other, making the transition process smoother. I look forward to working with Sanctuary to serve my clients better and scale my business for the future."

Huebner is a combat-decorated United States Army veteran with 15 years of wealth management experience. Before building his practice at Morgan Stanley over the past 11 years, he spent time at Wells Fargo and U.S. Bank after leaving the military.

About Sanctuary Wealth

Sanctuary is a leading hybrid RIA, delivering comprehensive wealth management solutions, platform partnerships, and strategic capital investments to sophisticated independent wealth management firms. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs.

Currently, the Sanctuary Wealth network includes more than 125 partner firms in 32 states nationwide, with over $55 billion in assets on and in transition to platform. Sanctuary Wealth consists of the wholly owned subsidiaries: Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office and tru.

Media Contacts for Sanctuary Wealth: 
Donald Cutler
Haven Tower Group
424-317-4864
[email protected]

SOURCE Sanctuary Wealth

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