Benjamin Gerald

Benjamin Gerald founded NTXGen Advisors with the belief that financial planning should help people make better decisions about their lives, not simply manage their money.

As a financial advisor, Benjamin works with clients to bring the different pieces of their financial lives together into a more coordinated strategy. His approach begins with understanding what matters most to each client, where they want to go, and what decisions may stand between where they are today and the life they are working toward.

Rather than looking at investments, retirement, insurance, taxes, estate planning, and other financial decisions in isolation, Benjamin focuses on how those decisions interact. He believes clients are best served when they understand not only what is being recommended, but why it matters and how it fits into the bigger picture.

That philosophy helped shape NTXGen Advisors. Benjamin wanted to build a firm centered on thoughtful advice, candid conversations, collaboration, and long-term relationships. His goal is to help clients gain greater clarity around their finances so they can spend less time wondering whether they are making the right decisions and more time focusing on the people, opportunities, and experiences that matter to them.

Outside of work, Benjamin values time with family and friends and enjoys creating experiences and memories with the people closest to him.