NextGen Financial Advice is a fee-only financial advice business based in Elko New Market, Minnesota, serving clients virtually across the United States. It helps people seeking financial planning, investment guidance, or support with both, with a focus on guiding clients toward financial independence and early retirement. The business states that it receives payment directly from clients, does not earn commissions or hidden kickbacks, and has no minimums, making professional advice available regardless of a client’s age, assets, or background.

Its advisor has signed a fiduciary oath pledging to put clients’ interests first and provides the oath to clients. Services include financial planning and investment services, supported by virtual meetings and modern technology. NextGen Financial Advice also offers online access to client accounts, including Schwab Alliance, NextGen Client Account, and my529, along with FAQs, educational resources, and a blog.

Prospective clients can schedule a conversation, and after-hours meetings are available by appointment