Redefining Personal Financial Advice
By prioritizing client solutions over product sales and combining our expertise with cutting-edge technology, we deliver top-tier service, advice and investment management. Our approach ensures clients receive clear, understandable solutions they can trust and feel confident about.
Why Generations Financial Management?
As Independent Financial Advisors, we seek to help young professionals and families increase in financial proficiency while building lasting wealth. Our planning process covers every aspect of your financial life to help you develop transformative habits for a more secure future. Click “READ MORE” to learn more about our planning process.
Our Services
Our Team
Nathan Mateer, CFP®
Financial Advisor
Managing Partner – President
Chris Webb, CFP®
Financial Advisor
Managing Partner – CEO
Kirby Webb, CFP®
Financial Advisor
Founder
Alexa Gilland
Director of Client Services
