Here For You:
From The First Time We Meet.
When you work with AllGen, you’re getting a mentor, a coach, an accountability partner, and a guide for your full journey to financial freedom. We’re in this business because we’re passionate about using money as a tool to support freedom and impact. Anyone who has ever walked in our door knows they can rely on us for insight.
We’ve Got Your Back.
We don’t simply strive to meet a standard, we’re here to raise the bar. Legally speaking, you should know that we are a Registered Investment Advisor (RIA), which means we have a fiduciary responsibility to act in your best interest. The majority of Financial Advisors are employed by Broker-Dealers that only have to meet a suitability standard.
Click here to learn more about fiduciary responsibility.
In-House Investment Management:
Come See Who’s Nurturing Your Financial Freedom.
We believe outsourced investment management isn’t in the client’s best interest, so it doesn’t align with our values or company culture. Co-founder Jason Martin focuses his time and resources on investment management, while growing his team of financial analysts as our clients’ needs grow.
We’re Geeks, With A Little Street Cred.
We are Certified Financial Planners™ (CFP®), Chartered Market Technicians (CMT), Financial Advisors, and Certified Public Accountants (CPA). We are previous employees of Charles Schwab, Disney, Deloitte, and the Federal Reserve – just to name a few. We are graduates of Harvard, Princeton, Rollins… not to mention The School of Hard Knocks!
Your Success Is Our Success!
We don’t sell stuff. We’re fee-based, which means that our earnings only reflect the success we achieve for you.
The Approachable Advisors:
We’re Easy To Talk To.
We’re everyday humans with our own experiences – all on our own path to financial freedom. Our team comes from different backgrounds, and many of us are bilingual in Spanish and English. We’re Star Wars guys and dog moms. We’re foodies and coffee fanatics. We’re proud parents and avid travelers. Whatever you do and wherever you wander, you’ll have a home here.
Get An Entire Support Network.
When you choose AllGen, you’re supported by an entire support network. We believe there is much more strength working together than alone, and that’s why teamwork is intertwined with our company culture.