MyGen Planning

MyGen Planning provides portfolio management, a range of financial planning options (ongoing subscription, project-based, and hourly), and employee benefit plan consulting to individuals (including high‑net‑worth clients), charitable organizations, small businesses, and plan sponsors. Portfolio management is delivered through the Betterment Advisor Solutions platform, and financial planning engagements are documented by written agreement before services begin.

The firm’s investment approach emphasizes long‑term, passive buy‑and‑hold strategies and asset allocation grounded in Modern Portfolio Theory, with portfolios constructed from index mutual funds, ETFs, stocks, and bonds and the ability to use Betterment model or custom portfolios. Financial planning work covers comprehensive topics such as cash flow, retirement, tax and estate coordination, and the firm acknowledges an ERISA fiduciary role when advising retirement plans.

Compared with many independent advisers, MyGen Planning regularly offers educational seminars and workshops and provides pension consulting and plan‑sponsor services that include IPS development, DIA/QDIA selection, participant education, and 408(b)(2) oversight. The brochure also indicates the firm is newly formed with a very small client roster and reported $0 in assets under management as of December 31, 2025, and it retains responsibility for determining suitability while delegating discretionary trade execution to the Betterment platform.