A complete list of active advisors currently associated with NextGen Financial Advice LLC

Warmer can help you find a great advisor at NextGen Financial Advice LLC or one who fits your needs even better.

NextGen Financial Advice LLC provides investment management and financial planning to individuals, high‑net‑worth clients, small businesses, and nonprofit organizations. The firm also delivers business‑oriented services such as small‑business benefit consulting and support for employer retirement plans, including participant education. The firm’s investment process is grounded in Modern Portfolio Theory and typically emphasizes diversified, primarily passive portfolios while retaining the option to select active managers selectively; client portfolios are built from tailored investment policy statements. NextGen generally manages accounts on a discretionary basis, conducts periodic reviews (at least quarterly), and can provide ongoing oversight of held‑away retirement accounts through a third‑party platform to avoid custody. Compared with many independent, single‑advisor firms, NextGen is notable for sponsoring a wrap fee program and for serving as a 3(21) investment advisor to small‑company 401(k) plans—services that are relatively uncommon among peers. The firm also highlights specialty offerings such as pension consulting and focused special‑needs planning (including guidance for families with autism spectrum disorder), which distinguish its service mix from more typical solo practices.

To learn more about the advisors currently working at NextGen Financial Advice 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.