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  • NextGen Advisors
    14269 N 87th St Ste 105 Scottsdale, AZ 85260-3694 T: 480.508.7525 F: 480.508.7529
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Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
Read
Read
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity
Preparing for retirement as a family
7/30/2026
Three conversations to help parents and children plan for the future
Retirement & Longevity
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Read
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
View
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

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NextGen AdvisorsNextGen Advisors
  • 14269 N 87th St Ste 105 Scottsdale, AZ 85260-3694
  • T: 480.508.7525
  • F: 480.508.7529
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. NextGen Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Forbes Best-in-State Wealth Management Teams 2024



The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,007 nominations, more than 7,321 advisors received the award. This ranking is based upon the period from 6/30/21 to 6/30/22 and was released on 4/4/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.

2022: 34,925 nominations with more than 6,550 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.