About Us

GEN Financial Management, Inc. is an independent, fee-only advisory firm.  Since 1998, we have helped our clients reach their financial goals with high-quality, objective financial advice.  We offer personal financial planning, investment management and retirement services to a select group of entrepreneurs, business owners, and retirees.


We have a simple philosophy:  We craft solutions that create success for our clients because every client has unique needs, goals and dreams.


Flexibility is fundamental in our approach.  We constantly monitor and re-evaluate your plan — making changes as needed — to make sure your plan keeps pace with your changing needs in life.