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Gentian Financial
Gentian Financial serves families and individuals as trusted wealth leaders focused on retirement planning and managing wealth. The firm helps clients redefine...
Gentian Financial
Gentian Financial serves families and individuals as trusted wealth leaders focused on retirement planning and managing wealth. The firm helps clients redefine retirement as a period of growth, enjoyment and prosperity, not merely stepping away from life. Using tax planning, retirement income forecasting, distribution planning and estate planning, the team works to derive income from assets, manage wealth, minimize tax liability, and pass assets according to clients' wishes.
General information
Firm type
RIA
Location
Country
United States
City
Mequon
Principals
Zach DeBoer
Chartered Retirement Planning Counselor Financial Advisor
Kenneth Flannery
CERTIFIED FINANCIAL PLANNER CFP
Peter Nordenberg
COO, Gentian Financial; Branch Supervisor, RJFS
Frequently asked questions
Does Gentian Financial make direct investments or commit to external funds?
There is no public evidence of Gentian Financial engaging in direct investments, fund commitments, or co-investments. No portfolio companies, fund vehicles, or deal announcements have been identified. The firm's investment activity, if any, is not observable.
What sectors or asset classes does Gentian Financial focus on?
Gentian Financial has not disclosed any sector preferences, asset-class allocations, or investment stage targets. No tags such as private equity, real estate, venture capital, or hedge funds can be attributed. The firm's investment focus remains entirely unknown.
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