A complete list of active advisors currently associated with FirstGen Wealth

Warmer can help you find a great advisor at FirstGen Wealth or one who fits your needs even better.

FirstGen Wealth provides investment management and a range of financial planning services to individuals, high‑net‑worth clients, and businesses, and also advises employer plan sponsors on participant‑directed retirement plans. The firm reports managing about $6.9 million across a small client base and offers ongoing, project‑based, and limited hourly planning engagements. Portfolios are constructed with a passive, asset‑allocation approach grounded in Modern Portfolio Theory, and discretionary portfolio management is commonly delivered alongside the firm’s ongoing planning engagements and access to a web‑based financial planning platform. Financial planning is modular and covers topics such as cash flow, retirement and distribution planning, tax considerations, estate planning, insurance review, and college savings, with clients able to impose reasonable investment restrictions. Compared with many independent advisers, the firm’s provision of employee benefit plan consulting — including plan design, investment option review, and participant education — is a relatively uncommon service. The firm also places notable emphasis on financial education through group seminars, speaking engagements, and a small‑group coaching program (three months, limited enrollment), including occasional pro‑bono presentations, extending its client offerings beyond one‑on‑one advisory work.

To learn more about the advisors currently working at FirstGen Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.