Let us help you grow more than wealth

Welcome to GEN Group

How we serve you:

Our team represents three generations of financial advisors with more than 100 years of combined experience in financial planning and retirement plan consulting. We are located in McLean, Virginia, but work with individual clients and retirement plans across the country- many whose families also span across several generations. 

Whether you are starting a new job, growing a family, building your business, dreaming of a vacation house, planning for retirement, or creating a long-lasting legacy, our team can handle the planning, execution, and detail of a well-constructed plan and react to the unknowns that life has to offer. 

GEN Group – private client & retirement plan advisory services

At GEN Group, our focus is on enhancing the financial health of individuals and plan sponsors, using a generational  approach to best serve the wide range of our clients and plan participants.

For individuals & families:

Our work with private clients and retirement plan participant’s centers on creating a personalized, wealth planning process that addresses the unique needs of individuals and families. Some of our services include:

  • Analysis of savings & spending strategies to improve financial health
  • Exploring options for generating income in retirement
  • Preparing for college and major expenses
  • Investment and portfolio strategies to support lifestyle and retirement We recognize the distinct generational issues that are faced by individuals and families.

Our practice is structured to provide advice and financial wisdom on a variety of issues that one encounters throughout their life and career. Learn more.

For plan sponsors:

Our work with plan sponsors centers on effective plan design and management, transparency of fees and a customized employee experience that helps offer significant value. Our team works with you to deliver these results by:

  • Quarterly plan review and analysis
  • Investment fund monitoring
  • Custom employee education and one on one guidance
  • Plan operations, conversion, fiduciary support

Our comprehensive approach helps organizations reinforce the value of their retirement benefits to employees and produces measurable results to the core retirement benefit objectives for the organization. Learn more.

Our credentials and awards

Gen Group at RBC Wealth Management is committed to providing our expertise and experience on financial and investment topics. Our financial advisors have multiple credentials and have been nationally recognized for excellence and commitment to the retirement advisory industry.

  • Matthew Lanham – Certified Financial Planner®, Certified Investment Management Analyst®, Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®
  • Michael Aylward – MBA in Finance, Chartered Retirement Plan Specialist®, 2018, 2019, 2020 Financial Times 401 Top Retirement Advisors
  • Natalie Miller – Certified Financial Planner®
  • Nicole Aguinaldo – Chartered Retirement Plan Specialist®

To learn more about how the GEN Group can work with you, please contact us today. 

GEN Group: About us – Private wealth services

Discover what GEN Group can do for you – Private wealth services. 

GEN Group: About us – Retirement plan services

Discover what GEN Group can do for you – Retirement plan services.

Our latest presentation

15 minutes with GEN Group

In our first check-in call of 2023, we highlight the major features of Secure Act 2.0, give updates on 2023 retirement savings contribution limits and fill you in on what’s new with our team.

Watch the webinar

2022 year-end checklist

It is time for a year-end check-in! Please join us for an in-depth look at the topics that you should be reviewing as we approach the end of 2022. We will provide updates on 2023 retirement savings contributions limits, savings strategies, and things that you should be doing now to get ahead in 2023.

Watch the webinar

Latest Insights

Bank facade

A crisis for a few banks is not a banking crisis

Mar 24, 2023 | Atul Bhatia, CFA

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

Read more

Let's start the conversation

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