NTXGen Advisors is an independent, privately owned financial advisory firm based in McKinney, Texas, serving clients across more than 31 states. Describing its approach as a “micro family office,” the firm intentionally maintains a small practice to build lasting relationships and provide advice tailored to each client’s circumstances. Its clients include former athletes, firefighters, people navigating divorce, Gen X households, retirees, and business owners and entrepreneurs.

NTXGen offers fee-based financial advice, ongoing financial planning, investment management, and focused consulting for specific financial questions or life transitions. The firm creates and revisits personalized plans as clients’ needs change, manages investments around their goals, and provides access to a client portal. Its planning also includes insurance and long-term benefits: the firm reports experience structuring, reviewing, and servicing life, disability, and long-term planning benefits, with access to a U.S. insurance marketplace of more than 200 carriers. Planning is led by a CERTIFIED FINANCIAL PLANNER™ professional, and assets are held through institutional custodians including Schwab, RBC, SEI, and CNR.