A complete list of active advisors currently associated with NextGen Wealth

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

NextGen Wealth serves individuals (including high‑net‑worth clients) as well as corporations and retirement plans, offering comprehensive financial planning, discretionary investment advisory services, and manager selection and supervision. The firm also facilitates online estate‑planning document preparation through an unaffiliated provider (Encore) as part of its client services. The firm typically implements client portfolios by directing assets to third‑party registered advisers (notably Focus Partners Advisors Solutions) and relies on fundamental analysis and modern portfolio theory to inform allocations; ongoing monitoring is delivered through a COLLAB financial planning process with regular reviews and custodial reporting. NextGen accepts discretionary authority for accounts, integrates financial planning with portfolio management, and provides written account reports at least monthly with separate quarterly statements. Compared with many solo independent advisers, NextGen’s practice includes managing institutional clients (pensions and profit‑sharing plans) and participation in educational seminars and related client communications via its third‑party relationships—features that are less common among peers. The firm also pays the estate‑planning provider’s fee on clients’ behalf, maintains a documented succession arrangement with a Focus Partners affiliate for continuity, and typically requires a $750,000 account minimum, concentrating service on a relatively small number of higher‑balance clients.

To learn more about the advisors currently working at NextGen Wealth, 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.