A complete list of active advisors currently associated with Techgen Financial

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

TechGen Financial is a fee-only advisory firm that provides integrated financial planning and wealth management to individuals and families across the United States, offering services under an ongoing Open Retainer or limited Project Agreement. Services include coordination of investment strategy, tax planning, retirement and estate planning, cash-flow analysis, and implementation support provided on a non-discretionary basis. The firm’s approach emphasizes integrating financial planning with investment decision-making within a disciplined, long-term framework that stresses diversification, risk management, and tax-aware positioning. Typical engagements include an initial six to ten structured meetings in the first year, followed by three to four scheduled reviews annually, with periodic portfolio review and rebalancing guidance for clients receiving Wealth Management services. Notably for a firm in an investment-manager category, TechGen focuses on individual and family clients rather than pooled institutional mandates and relies on retainer, flat-fee project work, and hourly billing for certain custom projects (hourly rates listed at $250–$400) instead of a percentage-of-AUM fee model. The firm also coordinates and can refer clients to external professionals such as accountants and attorneys and provides updated disclosure materials and summaries of material changes (including brochure access through a client portal), reflecting more direct client communication and adviser selection than is typical among peers.

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