A complete list of active advisors currently associated with Generations Retirement Group, LLC
Warmer can help you find a great advisor at Generations Retirement Group, LLC or one who fits your needs even better.
Generations Retirement Group provides investment advisory and managed-account services to individual and high‑net‑worth clients, offering tailored asset allocation and written investment strategies that may include cash, ETFs, and bonds. The firm supports both discretionary and non‑discretionary management and may recommend unaffiliated sub‑advisors to manage some or all client assets. The firm’s investment process is goal‑and risk‑driven, incorporating time horizon and a mix of approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; accounts are reviewed at least quarterly and clients receive periodic reporting. Fees are asset‑based and include consulting and, where applicable, sub‑advisor services; GRG emphasizes ongoing suitability reviews and recommends clients consult tax professionals about tax implications. Noteworthy distinctions in the brochure include disclosure that firm representatives may also be licensed insurance agents and, when acting in that capacity, can offer commissionable products (with up to half of an advisor’s time potentially spent on insurance activities), a potential source of conflict the firm addresses in its policies. The brochure also highlights operational details that are less common among peers: as of February 26, 2026 the firm reported all assets under management on a non‑discretionary basis, and it discloses use of service providers that employ artificial intelligence/machine‑learning components and the attendant risks.
To learn more about the advisors currently working at Generations Retirement Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Braintree, MA
| 4
| |
Braintree, MA
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)