Generational Wealth Advisors
Our Story
Our team’s broad experience across multiple disciplines allows us to design customized strategies that align with each client’s unique goals and circumstances.
The Generational Wealth Advisors Difference
We work alongside business owners and their families with a fiduciary standard, legally committed to putting clients’ needs first. With more than a century of combined experience—and having walked in clients’ shoes as business owners ourselves—we understand the distinct challenges you face.
Meet the Team
Core Principles
We remain true to our core principles of a consultative approach, goals-based solutions, and the development of personal relationships that allow us to educate clients and “filter out the noise.” By doing so, we help clients feel confident in their ability to navigate financial challenges.
Our client-focused model based on fiduciary duty requires that we put your best interest first at all times.
Our wealth management solution for each client considers return objective, risk tolerance, liquidity requirements and income needs. Understanding each of these components of a client’s financial picture allows us to design the right plan that creates a higher probability of success.
Our expertise is serving business owners, particularly those planning an exit. Our key advisors hold the Certified Exit Planning Advisor designation.
chief investment officer
Brent Everett
“I founded this firm on the principle of always placing clients’ interests first, supported by a transparent fee structure, an evidence-based investment philosophy, and a strong commitment to education.
Over time, our services have grown to include comprehensive wealth management, encompassing financial planning, investment management, and risk management. In each area, we apply our fiduciary duty to ensure strategies remain aligned with each client’s circumstances, objectives, and risk tolerance. This disciplined, client-centered approach provides a clear framework for making financial decisions across all stages of wealth management.”
Award-Winning Wealth Management
Since 2010, our firm and its members have received recognition by various regional and national media. These awards are determined by third parties and, in some cases, by our peers. Additionally, we contribute as subject-matter experts and our firm’s members’ article and quotes have appeared in publications such as Financial Planning magazine, USA Today, NASDAQ, and local news media.
