At InterGen Advisors we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.
InterGen Advisors is a family owned private wealth and investment company, headquartered in Pittsburgh, PA. Our experienced financial professionals specialize in advising high net worth families, businesses, doctors and medical professionals, and group retirement plans. We design specific plans and solutions for their unique needs. Whether working as fee-based advisors or commissioned brokers, our investment solutions are customized specifically to each client relationship. We pride ourselves for our high level of ongoing communication and financial intimacy.
After many years of working in the financial services industry, we had a vision to create an independently owned family business to serve the investment needs of our clients. Always subscribing to the Golden Rule, we believe that by placing the interests of clients first and ourselves second, not only will mutual trust and respect develop, but satisfaction and a fair reward will result. In order to live up to this standard, we realized the need to leave the larger brokerage firm environment. After careful planning, InterGen Advisors was launched on January 4th, 2008 as an independent investment services firm with the main objective of keeping “Clients First”. InterGen stands for Inter-Generational. Like the two generations of our family dedicated to clients, we also enjoy serving multiple generations of the client families we work with. Over the past few years we’ve been fortunate to maintain many of our existing family relationships, while selectively adding new valued clients to the InterGen family.
Our independent approach allows us to offer clients the most suitable options to achieve their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
First Allied Securities, Inc.First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. As a proud member of Cetera Financial Group, one of the nation's largest networks of independent broker-dealers, we benefit from the strength of our collective size, access to state-of-the-art platforms and expansive resources. . As of December 31, 2017, First Allied had approximately $28 billion in assets under administration and 800 affiliated financial advisors.