• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Gen Financial Investment, Inc.

GEN Financial Management, Inc.

Security for Generations

  • Our Clients
  • Your Team
  • About Us
  • Our Process
  • Resources
  • Request a Discovery Call
  • Client Log In

About GEN Financial

GEN Financial is a group of individuals all skilled in financial management with the same determination to work as a team to exceed our clients’ goals and expectations. We are 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 custom solutions 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 ensure your plan keeps pace with your changing needs in life.

Core Values

Integrity

Integrity in All Matters

Relationships

Fostering Long-Term Relationships

Commitment

Commitment to Our Clients and Community

Working Environment

Creating a Supportive and Respectful Working Environment

Philanthropy

GEN Children's Charity

GEN Children’s Charity

In July of 2024, GEN Children’s Charity hosted a charity golf tournament to benefit Tandem Family Resource Center. With a spirit of dignity and grace, Tandem comes alongside women and children to break the cycle of poverty and crisis. Through a comprehensive approach, Tandem creates opportunities for sustainable success through crisis intervention, life coaching, parenting and life skills education, transitional housing, employment readiness training, and mental health and medical care services. Our goal is to expand Tandem’s housing program to assist more women and children.

Check out the links to the WCCO interviews of Eric conducted by Mike Max.

TV Spot
Radio Interview

GEN Children’s Charity is a 501(c)(3) organization that holds a golf tournament every two years to raise money on behalf of a Twin Cities organization focused on helping disadvantaged children. Since 1998, GEN Children’s Charity events have raised funds for organizations like The Page Foundation, College Possible, Bolder Options, Make A Wish, and others.

Holiday Gift Match

Holiday Gift Match

GEN Financial celebrates the holiday season by matching our clients’ donations to the charity of their choice. For the past decade, GEN Financial has been matching donations up to $50 made by our clients to organizations like area churches, Alzheimer’s Association, Second Harvest Heartland, the Salvation Army, and many others.

Two cupcakes with candles

GEN Client Birthday Contribution

We like to celebrate our clients’ birthdays by making a charitable donation to a different charity each year. In honor of your birthday in 2025, a donation has been made to the Freddie Solum Fund at the Minneapolis Foundation.  Freddie is the beloved grandson of our GEN team member, Tracy Westhoff, who courageously battled Lymphoma throughout late 2023 and much of 2024.  His battle, forever inspiring, was fought with toughness and resolve well beyond his years until the time of his passing in July 2024.  Freddie was five years old.

Sign Up for Our Newsletter

Gen Financial Investment, Inc.

GEN Financial Management, Inc.
10810 Old County Rd 15
Plymouth, MN 55441

Phone: (952) 513-1466

Contact Us

Quick Links

  • Our Clients
  • Your Team
  • About Us
  • Resources
  • Request a Discovery Call
  • Client Log In

In the News

  • Walmart’s former U.S. CEO Bill Simon thinks retailer can easily absorb tariff costs, criticizes its ‘doom and gloom’ commentary
    on May 21, 2025 at 1:04 pm
  • JPMorgan CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse
    on May 20, 2025 at 11:33 am
  • Tariffs or not, a Chinese baby products company is ramping up its U.S. expansion
    on May 20, 2025 at 8:30 am

Copyright © 2025 GEN Financial Management, Inc. All Rights Reserved. Design by Flying Orange.