Insights

Personalized Financial Planning 4th Generation Financial emphasizes tailored financial strategies rooted in clients' unique experiences and long-term perspectives, highlighting opportunities for advanced advisory services and specialized planning tools.

Mid-Sized Growth Focus With a small team of 2-10 employees and revenue under 10 million dollars, the company shows potential for scalable solutions that can enhance operational efficiency and client engagement without disrupting current personalized service approaches.

Technology Utilization Utilizing platforms like Drupal, Google Analytics, and modern web tools, 4th Generation Financial may benefit from advanced fintech integrations, CRM enhancements, or digital engagement solutions to attract and retain clients.

Market Positioning Operating within a highly competitive industry alongside large firms like Charles Schwab and Fidelity, the company can leverage its personalized approach to differentiate through boutique advisory services or niche marketing campaigns targeting local clientele.

Growth and Expansion Given the firm’s focus on core values and long-term client relationships, there are opportunities to expand service offerings such as estate planning and retirement income planning, creating avenues for cross-selling and deepening client loyalty.

4th Generation Financial Tech Stack

4th Generation Financial uses 8 technology products and services including Glyphicons, Choices, Priority Hints, and more. Explore 4th Generation Financial's tech stack below.

  • Glyphicons
    Font Scripts
  • Choices
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • HSTS
    Security
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

4th Generation Financial's Email Address Formats

4th Generation Financial uses at least 1 format(s):
4th Generation Financial Email FormatsExamplePercentage
FirstLast@4thgenfinancial.comJohnDoe@4thgenfinancial.com
50%
FirstLast@4thgenfinancial.comJohnDoe@4thgenfinancial.com
50%

Frequently Asked Questions

Where is 4th Generation Financial's headquarters located?

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4th Generation Financial's main headquarters is located at 1115 N. Kentucky Avenue, Winter Park, FL 32789, US. The company has employees across 1 continents, including North America.

What is 4th Generation Financial's phone number?

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You can contact 4th Generation Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is 4th Generation Financial's official website and social media links?

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4th Generation Financial's official website is 4thgenfinancial.com and has social profiles on LinkedIn.

What is 4th Generation Financial's SIC code NAICS code?

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4th Generation Financial's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does 4th Generation Financial have currently?

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As of October 2025, 4th Generation Financial has approximately 3 employees across 1 continents, including North America. Key team members include Wealth Manager, Certified Financial Planner™: K. W. M.Financial Advisor: K. M. C.. Explore 4th Generation Financial's employee directory with LeadIQ.

What industry does 4th Generation Financial belong to?

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4th Generation Financial operates in the Financial Services industry.

What technology does 4th Generation Financial use?

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4th Generation Financial's tech stack includes GlyphiconsChoicesPriority HintsPHPHSTSreCAPTCHACloudflare Bot ManagementX-Content-Type-Options.

What is 4th Generation Financial's email format?

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4th Generation Financial's email format typically follows the pattern of FirstLast@4thgenfinancial.com. Find more 4th Generation Financial email formats with LeadIQ.
4th Generation Financial

4th Generation Financial

Financial ServicesUnited States2-10 Employees

Many people remember a time when financial advisors could be trusted to do the right thing. At 4th Generation Financial, that time is today. We are a financial services firm committed to the virtues that help people reach their financial goals. The foundation of our clients’ success is quality decisions based on a long-term perspective and core values that bring stability to today’s volatile economy. Every investor has unique experiences which color his or her investment style, so our clients are encouraged to share their stories and concerns which become the foundation of their own financial plan.

Kent W. McKee has been meeting the needs of his clients for over 20 years. He graduated from the University of South Florida with a double major in Finance and Management. In 2001, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which can help you feel confident in his ethics and competency. His main desire for you is to be able to reach your financial goals before and after retirement.

TOP SERVICES
• Retirement Income Planning
• Asset Allocation
• Estate Planning

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 4th Generation Financial and Cambridge are not affiliated.

Section iconCompany Overview

Headquarters
1115 N. Kentucky Avenue, Winter Park, FL 32789, US
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    4th Generation Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    4th Generation Financial's revenue is estimated to be in the range of $1M$10M

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