A complete list of active advisors currently associated with Multigenerational.Black Inc.
Warmer can help you find a great advisor at Multigenerational.Black Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Multigenerational.Black Inc., 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 |
|---|---|---|
New York, NY
| 3
|
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