Gen X advisors in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be looking for a financial advisor if you're juggling college savings, mortgage payments, and planning for retirement all at once. Without guidance tuned to your stage of life, it's easy to overlook how these goals interact and affect your financial health.
- Cash flow balancing. Ask how they help manage your income and expenses to support both current needs and future goals.
- Retirement timing. Confirm they consider your expected retirement age and income sources when crafting your plan.
- Education funding strategies. See if they integrate college savings plans with your overall financial picture.
- Debt management insight. Check how they approach paying down debt while still investing for growth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michelle V
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas specializes in serving Gen X clients by addressing key financial challenges such as cash flow management, college savings, and retirement planning, all crucial for this life stage. Her flat-fee structure and experience with government employees and Christian faith-based clients distinguish her approach, offering transparent, accessible guidance tailored to professionals balancing multiple financial goals in Fort Worth, TX.
Experience: 6 years
Avg account: $517,763
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Marc L
CFP®
Waterford, CT
In the Money Retirement Planning Limited Liability Company
Marc Lowe is well-suited to assist Gen X clients balancing complex financial goals like retirement planning and estate coordination, with a focus on family wealth and legacy. His firm offers a range of fee structures including flat fees and hourly rates, and he brings nine years of experience as a CFP®-certified advisor in Waterford, CT, specializing in estate planning and multi-generational wealth transfer, which may provide a more integrated approach than some peers.
Experience: 9 years
Avg account: $132,761
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Maggie B
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
Maggie Beach specializes in serving Gen X clients, addressing challenges like balancing college savings, elder care, and retirement planning with her expertise in general retirement and elder care planning. Based in Naperville, IL, she offers flat-fee financial planning through NexJenn Financial Services, leveraging her CPA, CFP®, and RICP® credentials to provide tailored strategies for clients managing multiple financial priorities.
Experience: 9 years
Avg account: $1,305,991
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Sam W
CFP®
Indianapolis, IN
WealthGuides LLC
Sam Wagner specializes in serving Gen X clients, offering tailored retirement and tax planning with a focus on inherited wealth, which suits those balancing multiple financial goals typical of this life stage. Based in Indianapolis, he brings six years of experience, CFP® certification, and an independent approach with transparent fees starting at $499 per month, distinguishing him from advisors with broader or less specialized practices.
Experience: 6 years
Avg account: $369,126
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Sri K
CFP®
Fremont, CA
Encover Personal Finance
Sri Krishnan specializes in serving Gen X clients by focusing on cash flow management and college savings strategies, which are crucial for balancing education funding and retirement planning. Based in Fremont, CA, he offers flat-fee and hourly pricing, catering especially to self-employed technology professionals, and brings seven years of experience combined with a CFP® certification and entrepreneurial background in Silicon Valley.
Experience: 7 years
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