A complete list of active advisors currently associated with Next Generation Investing, LLC

Warmer can help you find a great advisor at Next Generation Investing, LLC or one who fits your needs even better.

Next Generation Investing provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), small businesses, charities, private foundations and institutional clients, and also licenses investment models to other registered investment advisers. The firm manages about $128 million for roughly 245 clients and offers written financial plans, ongoing portfolio supervision, and occasional educational workshops. The firm’s investment process combines fundamental, technical, charting, cyclical and quantitative analysis and employs long‑term, short‑term and trading strategies with periodic rebalancing. NGI uses Goldman Sachs Advisor Solutions for custody and to enable “window” trading that can reduce transaction costs, and it makes models available to other advisors through that platform. Distinctive features disclosed in the brochure include that the advisers also act as registered representatives of a broker‑dealer, are licensed insurance agents, and principals have ownership interests in tax‑preparation/accounting businesses, which create additional sources of compensation beyond advisory fees. The firm also participates in the SmartVestor referral/advertising program and conducts fee and low‑fee seminars and workshops; these affiliations and referral arrangements are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Next Generation Investing, 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.