Gen Financial Management Inc.

GEN Financial Management, Inc. is a registered investment adviser founded in 1998 by Eric C. Moleski, CFP®, offering comprehensive financial planning, asset allocation, estate planning, investment management, and retirement planning services. The firm manages client assets on both a discretionary and non-discretionary basis, with $466,830,200 under discretionary management and $29,696,870 under non-discretionary management as of December 31, 2024. Clients are charged a percentage of assets under management on a quarterly basis, with fees ranging from 1.30% to 0.30% based on asset range. Additionally, fixed fees may apply for accounts with less than $500,000 in assets. The firm follows a model portfolio approach, periodically rebalancing portfolios and utilizing independent money managers, mutual funds, exchange-traded funds, individual equities, and bonds. GEN Financial Management, Inc. does not charge performance-based fees and provides investment discretion to clients, allowing them to impose restrictions on investments. The firm's investment philosophy focuses on long-term performance and risk management. Clients include executives, business owners, families, individuals, high net worth individuals, and company retirement plans. GEN Financial Management, Inc. is a fee-only firm and acts as a fiduciary, putting clients' best interests first.