About Us

GEN Financial is a group of diverse 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 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 ensure your plan keeps pace with your changing needs in life.

Core Values

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INTEGRITY IN ALL MATTERS

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FOSTERING LONG-TERM RELATIONSHIPS

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COMMITMENT TO OUR CLIENTS AND COMMUNITY

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CREATING A SUPPORTIVE AND RESPECTFUL WORKING ENVIRONMENT

Philanthropy

GEN Children’s Charity

In July of 2018, GEN Children’s Charity hosted a charity golf tournament for Banyan Community; their mission is rooted in the Phillips neighborhood to transform lives by developing youth, strengthening families, and creating community. Event proceeds will sponsor low income youth from kindergarten through college with school youth programs. Five days a week, year around, they work with youth on homework, enrichment development, career exploration, college planning, and much more!

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

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.

GEN Client Birthday Contribution

We like to celebrate our clients’ birthdays by making a charitable donation to a different charity each year. In 2018, our birthday donations will be made to Banyan Community. We are pleased to continue to support organizations that improve educational opportunities for young people, and in turn, strengthen our communities.