Multigenerational.Black Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MultiGenerational.Black Inc. provides investment advisory and financial planning services to individuals, estates, businesses and retirement plans, offering discretionary portfolio management and a range of planning engagements. The firm explicitly focuses on first-time Black/African American and People of the Global Majority (PGM) stock-market investors by incorporating readiness materials and targeted guidance into its client services.
As a fiduciary, the firm uses fundamental analysis and a primarily long-term investment approach, constructing portfolios from low-cost, diversified mutual funds and ETFs while occasionally retaining legacy positions for portfolio fit or tax considerations. MultiGenerational emphasizes ongoing client contact to set objectives and risk tolerance, implements rebalancing or shorter-term trades when warranted, and provides advice on retirement-account decisions and rollovers.
What distinguishes the firm from many peers is its structured investor-education program — including the MGB Investing Starter Kit workshop, monthly MGB Money Study Hall classes, and a self-study financial-fluency course — aimed at preparing clients to invest. The firm also offers employer-facing 401(k) plan design and employee education, combining public education offerings with plan advisory work in a way that is relatively uncommon for small independent advisors.
Client services
Expertise
Demographic focus
Fee options
$49 for Self-Study Financial Planning Course; $1,995 annually for The MGB Investing Starter Kit Workshop
$830.50 per hour
Main office
New York NY
Advisors at this office
1
Most active in
New York
Also doing business as
Multigenerational · Multigenerational.Black Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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