A complete list of active advisors currently associated with NXT:GEN Financial Planning

Warmer can help you find a great advisor at NXT:GEN Financial Planning or one who fits your needs even better.

Nxt:Gen Financial Planning provides investment management, comprehensive financial planning and employee benefit plan consulting for individuals and employer-sponsored retirement plans. The firm manages roughly $24.5 million across about 60 clients and offers project-based and ongoing engagements as well as educational seminars for groups. Investment management is implemented primarily through third‑party outside managers and model portfolios constructed by a technology provider (XY Investment Solutions) that applies passive, Modern Portfolio Theory–based allocations across mutual funds, ETFs and, where appropriate, individual securities. Financial planning is offered in both short-term, intensive engagements and ongoing “Personal CFO” style relationships, with periodic reviews and coordination with other professionals as needed. What distinguishes the firm from many peers is its explicit offering of employee benefit plan services — advising plan sponsors on investment menu design, plan structure and participant education — a service less commonly provided by independents. The firm also integrates public seminars and a documented pathway that shifts clients between limited-scope planning and managed account services as client needs and account holdings change.

To learn more about the advisors currently working at NXT:GEN Financial Planning, 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.