Client Experience

Providing advice with Financial Planning, Investment Management and more.

MultiGen is a boutique Wealth Services firm, working in conjunction with LPL Financial -- the largest Independent Broker/Dealer in the United States as reported by Financial Planning magazine, June 1996-2016, based on total revenue.

At MultiGen, we are passionate about our clients and recognize that each has different goals, needs and tolerance for risk. We work with each client to provide advice with Financial Planning, Investment Management and so much more.

We start each relationship with a meaningful conversation with extensive listening; we ask many questions to create dialogue so we can thoughtfully develop a plan of action. Each plan will take into account each unique situation for families, businesses and non-profit organizations. We recognize that being entrusted with financial assets and wellbeing is an enormous responsibility. Our respect and our attention to detail and our focus sets us apart from other advisors and financial firms.

Working with LPL Financial and being an Independent firm allows us to provide advice with no proprietary products or sales goals. This is critical in working with clients in Wealth Services. In the larger complex banking institutions conflicts of interest can occur, our independence allows us a purer path to travel with clients.

Our business might be complex, but we work hard to educate, simplify and provide clear insight with an ever-changing financial market. We strive to give each client an exceptional experience - it’s this experience along with our passion for helping our clients work towards their financial goals as to how we earn long term relationships.

We are here to take your call!