Our mission is to progressively guide the next generation of wealth accumulators towards an affluent path. Our GenerationNeXt™ service provides financial guidance to young affluent professionals between the ages of 25 and 34. Now is the time to establish a solid financial foundation for your future.
GenerationNeXtTM
This service is designed to guide high-achieving young professionals in making smart financial decisions and creating a plan for the future. Like most generations, Millennials respond better to guidance from a peer rather than from a parent. Evan Bedel, CFP® recognized this dynamic and created GenerationNeXt™ to fill the gap. Millennials receive solid guidance from knowledgeable, financial advisors who understand their needs and concerns.
Be sure to read our GenNeXt Blog
Young Professionals
Who is our typical client? Motivated individuals in the early stages of their careers who need guidance navigating certain milestones and prioritizing financial goals.
Questions we advise on include:
- How much should we save for the future?
- How do we invest our money wisely?
- Do I need life insurance?
- Do I need a will?
- How should we structure our charitable giving?
We help our clients answer these questions and more. If you want a clear understanding of your financial future and need help making necessary changes to reach your goals, schedule a consultation to get started.
The GenerationNeXt™ team of financial advisors is led by Abby Presley, CFP®. The team includes: Evan Bedel, CFP®, Anthony Harcourt, CIMA®, Austin Stagman, CIMA® and Kate Sullivan, CFP®.