What departments does NextGen Wealth have?

NextGen Wealth has employees across 1 departments including Finance.

What is the largest department at NextGen Wealth?

The largest department at NextGen Wealth is Finance with 1 employees.

Where are NextGen Wealth employees located globally?

NextGen Wealth has employees across 1 continents and 1 countries including United States Of America.

How has NextGen Wealth's team size changed over time?

NextGen Wealth's team has remained stable from approximately 2 to 2 employees based on available data.

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NextGen Wealth Employee Directory

Financial ServicesMissouri, United States1 Employees

NextGen Wealth provides financial planning services anchored by a comprehensive CFP professional, serving clients in the Kansas City area and nationwide via virtual consultations. The firm focuses on improving financial organization, developing retirement plans, and ensuring funds last through retirement, with ongoing support at every stage. Its approach centers on a client-first philosophy and departs from traditional, intimidating advisor models, offering a personalized retirement planning framework to guide retirement. In 2021, the company released an infographic illustrating investor extremes and their potential costs. Based in Lee's Summit, Missouri, the firm operates in the Financial Services industry with a very small staff and serves individuals nationwide seeking structured retirement planning and better financial organization.

NextGen Wealth Global Highlights

North America
2

United States Of America
2

NextGen Wealth's Leadership

P. H.
Certified Financial Planner
Mobile Phone
Email

NextGen Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from NextGen Wealth

Name

Title

Contact Info

Location

Last Update

P. H.
Certified Financial Planner
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is NextGen Wealth known for?

NextGen Wealth was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-816-287-****

. Explore NextGen Wealth's company overview page for more information.

What is NextGen Wealth's most common email format?

NextGen Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NextGen Wealth email formats with LeadIQ.

How many employees does NextGen Wealth have currently?

NextGen Wealth has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are NextGen Wealth's key employees and leadership?

As of July 2026, NextGen Wealth's key employees include:

Certified Financial Planner: P. H.

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NextGen Wealth Employee Directory

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