A complete list of active advisors currently associated with NexJenn Financial Services

Warmer can help you find a great advisor at NexJenn Financial Services or one who fits your needs even better.

NexJenn Financial Services is a state-registered investment adviser that provides portfolio management, project‑based financial planning, ongoing financial coaching, and retirement plan consulting to individuals, high‑net‑worth clients, and small businesses. The firm reports about $3.9 million in discretionary assets under management and implements client accounts through third‑party managers and a named sub‑advisor. The firm primarily employs a passive investment management approach using index mutual funds and ETFs, while also describing the use of fundamental, technical, cyclical and charting analyses and referring clients to outside managers for discretionary implementation. NexJenn typically acts as the communication conduit with sub‑advisors and conducts periodic account reviews and client meetings to address suitability and any client‑imposed restrictions. What distinguishes NexJenn from many small independent advisers is its affiliation with an accounting practice (an affiliated CPA firm to which the firm’s principal devotes a significant portion of time) and a practice that explicitly integrates real‑estate planning and real‑estate retirement projections for clients who own property. The firm also offers educational seminars and speaking engagements and a structured ongoing financial coaching service (including a personal financial website and regular monitoring), services that are less common among peer solo advisers.

To learn more about the advisors currently working at NexJenn Financial Services, 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.