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Meet The Personal Financial And Investment Advisors At NextGen Wealth

How We Began

Written by Clint Haynes, RTS, CFP®

I began in the financial services industry in 2001. I started my career at a large Wall Street firm but have also worked with regional financial services firms as well. Regardless of firm though, I really didn’t see much difference between any of them no matter what their marketing may have said otherwise.

They all kind of did the exact same thing (managed investments) but said it in a way that sounded much more comprehensive. However, if you were to look behind the curtain, you really wouldn’t be able to tell them apart.

It sounded good in theory, but it really didn’t mean much in practice.

With all of that being the case, I wanted to create a practice that was different. One that actually talked to you like you were a real person and used words that actually made sense. Most importantly, one that put your interests above all others.

Who We Are

At NextGen Wealth, our goal is to add extreme value in every area of your financial life, particularly when it comes to helping you transition from your working years to your retirement years.

Through our patented COLLAB Financial Planning Process, we develop solutions in every area of your financial life so that you can go into retirement with 100% confidence knowing that it will be fulfilling, purpose-driven, and meaningful.

And best of all, we lay it out in a way that actually makes sense and will get you even more excited about the next stage in your life.

If this sounds like the type of financial advisor you want to work with, then let us help you create a plan for your life after work becomes optional.

You can get started by scheduling your Free Retirement CheckupTMTM.

Our Financial Planning Team

Clint Haynes, certified financial planner and retirement specialist

Clint Haynes, RTS, CFP®

Founder and President
Brandon Lovingier Headshot

Brandon Lovingier, ChFC®, MQFP®

Paraplanner/Content Curator

NextGen Wealth was ranked as one of the Top 50 Investment Advisers in 2023 (ranked by overall assets under local management) by the Kansas City Business Journal.

NextGen Wealth was selected as a 2024 Small Business Superstar by the Greater Kansas City Chamber of Commerce.

Who We Serve

At NextGen Wealth, we specialize in working with individuals who are close to or recently retired (hence, why we consider ourselves retirement transition specialists). For this reason, it's absolutely paramount that you select a financial planner who is the best fit for your needs, goals, and specific circumstances. To learn more, select the button below to find out exactly who our financial planners are best equipped to serve.

NextGen Wealth in the News

Our team is made up of financial planners who are true experts in their field. Because of this, our financial planners and advisors are frequently sought out by news outlets and publications for their unique insights. Not to mention, we've even written a book on the retirement transition process.

Check out the many articles featuring and quoting our financial planning and investment management team.

Buckingham Strategic Partners

Buckingham Strategic Partners serves as NextGen Wealth's complete back-office helping us build custom-tailored portfolios with better tools for our clients.

Buckingham Strategic Partners logo

Their portfolio management programs are tailored to the unique needs of our clients. Their Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research, and the latest discoveries in behavioral finance.

They bring passion, commitment, and dedication to every aspect of their business and we are proud to have them as our investment management partner.

Buckingham Strategic Partners has a long history of innovation, including being one of the first firms to partner with Dimensional Fund Advisors, one of America’s most respected institutional money managers. All of their portfolios are built with funds from Dimensional and/or Buckingham Strategic Partners own fund family, the SA Funds - Investment Trust, which are sub-advised by Dimensional.

Working with some of the academic community’s most innovative and respected thinkers and economists ensures that they are always researching tomorrow’s solutions today. Their Investment Committee includes their chief investment strategist Joni Clark, CFA, CFP®, as well as the noted behavior economist Professor Meir Statman and the 1990 Nobel Laureate for Economic Sciences, Dr. Harry Markowitz.

Their Distinctive Investing Philosophy

With tens of thousands of investments to select from -- and more appearing every day -- investors face an overwhelming and endless series of choices.

But the real choice is really quite simple.

Instead of trying to beat the market, we believe that you should let the market work for you.

Buckingham Strategic Partners Asset Class Investing philosophy offers a prudent, strategic approach designed to help our clients achieve their lifetime financial goals.

  1. It focuses on our client's investment portfolio and their most important life goals rather than short-term market trends.
  2. It's based on science and academic research. It combines the latest discoveries in economics and investing with more than 80 years of market data and insights as well as in-depth studies of investor psychology and behavior.
  3. It is a disciplined and structured approach. It helps protect our clients against the common behavioral mistakes that can compromise their long-term financial goals.

We choose Buckingham Strategic Partners as our investment management partner because our clients can benefit from their sophistication, truer asset class returns, and the lower costs that can come from a strategic Asset Class Investing approach.

Free Retirement Checkup™

Our free checkup will show you step-by-step how to reduce taxes, invest smarter, and optimize retirement income.

We want you to know exactly how we can help before you pay us a single dollar.

Content written by Clint Haynes, CFP® | Certified Financial Planner®