Nxt:Gen Financial Planning

Overview

Nxt:Gen Financial Planning is a small, independent RIA that focuses on serving individuals and families with integrated financial planning and portfolio management. The firm operates as a capital allocator — building client portfolios primarily around exchange-traded equities and selecting outside managers where appropriate. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers, indicating a consultative role that extends beyond day-to-day trading. Investment preference is clearly equity‑centric: the firm’s largest exposure is to exchange‑traded equities and ETFs, which it uses for liquid core positioning and tactical exposure. Nxt:Gen also deploys third‑party managers for alternative exposures, specifically real estate, and uses mutual funds as needed. The firm charges a mix of percentage‑of‑AUM, hourly and fixed fees, which supports both ongoing advisory relationships and project or planning engagements.

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Location & Offices