It's possible to feel peace and confidence in your financial life...
You just need a plan.​
FAQs
Are you fiduciaries?
Yes. We are obligated to do what is in your best interest.
What is the process to begin working with Generations?
First, reach out! Use our contact info (found in the footer of this page) to reach out and schedule a free, no obligation intro meeting. These meetings are scheduled for 30 minutes, take place virtually, and are really intended to simply get to know one another. If we are a good fit for you, we will schedule a follow up meeting to do a deep dive into your finances and collect all necessary data needed to get to work!
What are your fees and how do you charge them?
We charge our fees on an AUM (assets under management) basis. We find this is the easiest and most transparent way to assess fees, plus, it aligns our interests with those of our clients (we earn more as your accounts grow). We assess these fees monthly and they are taken direclty from the accounts we manage. Click here to see our full fee schedule.
How many times a year will we meet?
We typically schedule three meetings a year with our clients but make ourselves available to meet with them as much as is needed. Clients who are in the first year of working with us or have significant transition happening in their life will meet with us more frequently.
Our Team
Our Story
Generations is a family-owned, third generation financial planning and portfolio management firm. Our firm was founded in 1994 when the father/son team of Frank and Vince Foster left the small brokerage firm they worked at to create their own firm where they were free to serve their clients in the way they felt convicted. A lot has changed over 30 years, but what has remained constant is our commitments to excellently serving our clients and always acting in their best interest.
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