Gen Z 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 starting your financial journey, juggling student loans, or planning your first big investment. Choosing an advisor who understands the unique challenges and opportunities of your generation can help you avoid common pitfalls like overlooking the impact of early financial decisions on your long-term goals.
- Modern communication style. Look for advisors who use digital tools and platforms that fit your lifestyle, making it easier to stay connected and informed.
- Budget and debt focus. Confirm they address managing student loans and budgeting strategies tailored to early career income fluctuations.
- Investment education. Ensure they explain investment basics clearly, helping you build confidence without jargon.
- Career transition planning. Ask how they support financial planning through job changes or side hustles common among Gen Z clients.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew P
Series 63, Series 65
Cameron Park, CA
MP3 Finance LLC
Matthew Pederson specializes in serving Gen Z clients, offering flat-fee financial planning services that include creating financial plans and retirement analyses, which can be beneficial for those starting their financial journey. Located in Cameron Park, CA, he combines fundamental and technical analysis in his investment approach and supports younger investors with coaching and tax optimization, distinguishing him from advisors with broader or different demographic focuses.
Experience: 1 year
Avg account: $50,000
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Brent G
Series 63, Series 65
Conshohocken, PA
BTG Capital LLC
Brent Gomer specializes in serving Gen Z clients, offering expertise in wealth management, cash flow and budgeting, and college savings plans, which are crucial for young adults managing early financial challenges. His seven years of experience, combined with a flat-fee structure for project-based planning and a background at Morgan Stanley, provide a blend of accessible pricing and professional insight that distinguishes him from other advisors in Conshohocken, PA.
Experience: 7 years
Avg account: $185,713
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Nathan H
Series 65
Phoenix, AZ
Haws Financial Planning LLC
Nathan Haws specializes in serving Gen Z clients, addressing early financial challenges like budgeting, student loans, and investment education with a clear, jargon-free approach. Operating independently in Phoenix, AZ, he offers flexible flat-fee financial planning ranging from $950 to $10,000, emphasizing passive investment strategies through index funds and ETFs, which may appeal to younger clients seeking straightforward, cost-effective wealth management.
Experience: 1 year
Avg account: $649,577
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Jeremy E
CFP®, CPWA®, CRPC®, CFA®
Owings Mills, MD
Silverstone Financial LLC
Jeremy Eppley specializes in serving Gen Z clients, offering tailored financial planning that addresses early career income fluctuations and investment education. With credentials including CFP®, CPWA®, and CFA®, he provides flat-fee and subscription-based services, making his approach accessible. Based in Maryland but serving clients virtually across the US, Jeremy combines expertise in inheritance and estate planning with a modern, fee-only fiduciary model, distinguishing him from advisors with more traditional fee structures or narrower specialties.
Experience: 5 years
Avg account: $1,011,945
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Julie M
CFP®, ChFC®
Haddonfield, NJ
Financial Compass LLC
Julie Mcnulty specializes in serving Gen Z clients with a focus on long-term, diversified portfolios using low-cost, tax-efficient mutual funds and ETFs, which suits those starting their financial journey and managing early career income fluctuations. Operating from Haddonfield, NJ, she offers flat-fee comprehensive planning and has 17 years of experience, distinguishing her with a blend of personalized service and expertise in retirement and tax planning for younger generations.
Experience: 17 years
Avg account: $1,901,364
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