Founded in 2009 by Loren Rex and partnered with Erik Smith in 2014, Generations Financial Planning was designed to help a select group of families achieve their life goals and secure their futures. We remain true to the vision by putting our clients’ needs first, always.
Today, Erik Smith, Nick Acri & Dylan Thomas along with their office manager Carrie Fuce work to help families like yours invest for the future, for what’s Important to you.
We accomplish this as registered representatives with help from our partner firm, Cambridge Investment Research, Inc., an independent and internally controlled firm with $155 billion in assets under advisement (AUA) as of 9/30/2021.
Loren Rex has since retired.
Every day our team works with our clients to help bring their dreams and goals within reach.
As an independent wealth management firm, our sole focus is serving our clients’ needs. At Generations Financial we have no obligations to financial products or house brands, which frees our experts to offer sound advice and services they deem best for our clients.
We are driven to do the best job possible, as a true wealth manager. We do more than just manage our clients investment portfolios. We examine all parts of their financial life including retirement planning, life goals, estate planning, and much more!