A complete list of active advisors currently associated with Gen2 Advisors, LLC

Warmer can help you find a great advisor at Gen2 Advisors, LLC or one who fits your needs even better.

Gen2 Advisors, LLC provides ongoing portfolio management and financial planning and consulting primarily for high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and business entities. The firm’s brochure notes it does not generally serve non‑high‑net‑worth individual clients and structures each engagement around a written Investment Policy Statement. The firm applies a mix of analytical methods—including fundamental, quantitative, technical, charting, and modern portfolio theory—and implements strategies that emphasize long‑term trading while retaining the ability to use margin and certain commodity and precious‑metal ETFs. Gen2 typically requests discretionary trading authority, requires custody at Schwab Institutional, and offers both asset‑based advisory arrangements and fixed‑fee financial planning engagements. Noteworthy distinctions include a disclosed affiliation between the firm’s principal and another registered investment adviser (Cyndeo Wealth Partners), a relationship the brochure flags as a potential conflict of interest and for which clients may elect whether to use outside services. The brochure also discloses operational practices that differ from many peers—such as not aggregating trades for multiple clients and explicitly permitting margin use—which can affect execution and risk profiles.

To learn more about the advisors currently working at Gen2 Advisors, LLC, 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.