Generosity Wealth Management
Generosity Wealth Management is a privately held, founder-led Registered Investment Adviser in Boulder, Colorado, providing comprehensive financial planning, investment management, estate planning, and business exit planning for individuals, families, retirees, and business owners across the United States.
- Company typePrivate
- Founded2008
- HeadquartersBoulder, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Generosity Wealth Management does
Generosity Wealth Management, LLC is a privately held, founder-led Registered Investment Adviser founded in 2008 by Michael Brady and headquartered in Boulder, Colorado. The firm delivers comprehensive financial planning and investment management to individuals, families, pre-retirees/retirees, and business owners across the United States, anchored by an explicit philosophy of 'aligning wealth with purpose and possibility.' Brady entered financial services in 1991 and holds the Ed Slott Elite IRA Advisor designation; the practice operates as an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., with securities offered through Cambridge Investment Research, Inc.
The firm's product surface is organized under the Generosity Group umbrella across three wholly owned service lines: Generosity Wealth Management (core advisory), Generosity Estate Planning (led by attorney Cassidy Brady), and Generosity Business Exit Planning (led by Chief Business Officer Evan Faber). The offering includes a complimentary 'Generosity Review' consultation, a downloadable e-book guide ('The Generous Investor'), and ongoing coordinated planning across investments, retirement, taxes, and estate. No proprietary technology platform is built; the firm uses third-party AI tools such as Jump for meeting note capture and FP Alpha for tax scenario modeling.
The business model is relationship-based and referral-driven. Revenue is generated through investment advisory fees (typically a percentage of AUM) via the Cambridge RIA affiliation, plus transaction-based revenue on securities placed through Cambridge Investment Research, Inc. The team comprises Michael Brady, Cassidy Brady, Evan Faber, Autumn Davidson, and two operations staff (Felicia, Sarah). Geographic footprint includes a Boulder headquarters, a seasonal Dubois, Wyoming office, and a Denver-based financial advisor, with national service delivery through in-person and Zoom meetings. No minimums, fee schedules, or AUM are publicly disclosed.
Generosity Wealth Management firmographics
Firmographics- Name
- Generosity Wealth Management
- Legal name
- Generosity Wealth Management, LLC
- Website
- https://generositywealth.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Generosity Wealth Management is a privately held, founder-led Registered Investment Adviser in Boulder, Colorado, providing comprehensive financial planning, investment management, estate planning, and business exit planning for individuals, families, retirees, and business owners across the United States.
- Ownership category
- akta.pro rank
Generosity Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Generosity Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Generosity Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- Investment Advisory Fees: Generosity Wealth Management operates as a Registered Investment Adviser through Cambridge Investment Research Advisors, Inc. Revenue is generated through investment advisory fees, typically charged as a percentage of assets under management (AUM). The firm offers comprehensive financial planning and investment management services.
- Securities Transactions: Securities are offered through Cambridge Investment Research, Inc., a FINRA/SIPC member broker-dealer, generating transaction-based revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary Generosity Review — initial consultation at no cost |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels8 records
Generosity Wealth Management product offering
Product offeringCore offering
Generosity Wealth Management is a Registered Investment Adviser that provides comprehensive financial planning and investment management services to individuals, families, business owners, and retirees across the United States, organized under the Generosity Group umbrella alongside Generosity Estate Planning and Generosity Business Exit Planning. Securities are offered through Cambridge Investment Research, Inc., a FINRA/SIPC member broker-dealer, and investment advisory services are offered through Cambridge Investment Research Advisors, Inc. Services are delivered via a relationship-driven, fee-based model, with revenue primarily generated through investment advisory fees as a percentage of assets under management.
Product overview
Generosity Wealth Management operates as a unified financial advisory practice under the Generosity Group umbrella, consisting of three interconnected service lines. The core offering is Generosity Wealth Management, providing comprehensive financial planning and investment management centered on the 'aligning wealth with purpose and possibility' philosophy. This core service is supported by two specialized sub-brands: Generosity Estate Planning (estate and legacy planning) and Generosity Business Exit Planning (exit and transition strategy for business owners). The firm also offers a complimentary guide called 'The Generous Investor' as a lead magnet and a complimentary Generosity Review consultation for prospective clients. The three divisions share a common philosophy and client base but address distinct financial planning needs—wealth accumulation, estate protection, and business transition—enabling coordinated, holistic planning for individuals, families, and business owners.
Differentiator
Problem solved
Functional benefit
Brands
- The Generous Investor: A complimentary guide sharing five principles to align wealth with purpose and possibility, authored by Michael Brady.
- Generosity Estate Planning
- Generosity Business Exit Planning
Products and services
- Generosity Wealth Management Comprehensive financial planning and investment management services, including investment management, retirement planning, tax-efficient strategies, and legacy planning, aligned with the firm's philosophy of 'aligning wealth with purpose and possibility.' Manages financial details to allow clients to focus on living meaningful lives.
- Generosity Estate Planning Estate planning services helping families create thoughtful plans that protect assets and ensure wishes are carried out during life and after death. Led by attorney Cassidy Brady/Murphy.
- Generosity Business Exit Planning Business exit and transition planning services for business owners, helping increase enterprise value, prepare for succession or sale, and create options for the future. Led by Chief Business Officer Evan Faber with CEPA and CVGA designations.
Quantifiable outcome
- 80% of reaching financial goals is clearly defining what those goals are (per Michael Brady)
- +2 more outcomes
Companies that use Generosity Wealth Management
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles3 records
Generosity Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature3 records
Generosity Wealth Management partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Cambridge Investment Research, Inc.coreCambridge Investment Research, Inc. is a FINRA/SIPC member broker-dealer through which Generosity Wealth Management offers securities products. The firm also operates as an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. This is the primary regulatory and custodial partnership enabling the firm to operate legally as a securities and advisory firm. Generosity Wealth Management and Cambridge Investment Research are not affiliated companies.
- Cambridge Investment Research Advisors, Inc.coreCambridge Investment Research Advisors, Inc. is the Registered Investment Adviser affiliation for Generosity Wealth Management, enabling the firm to provide investment advisory services under proper regulatory oversight. This partnership complements the broker-dealer relationship with Cambridge Investment Research, Inc.
- Ed Slott Elite Advisors NetworkcoreMichael Brady is a member of Ed Slott's Elite Advisors network, a prestigious group of retirement account specialists. Membership provides advanced training and expertise in retirement planning, IRA strategy, and tax-efficient distribution planning — directly serving the firm's core value proposition around retirement planning and tax minimization.
- Frontier HorizoncoreFrontier Horizon is an international hosting and adoption agency. Michael Brady serves on the board of Frontier Horizon, which operates Camp Dreamland programs bringing displaced Ukrainian children to safe camps. The organization's work directly reflects Generosity Wealth Management's philanthropic mission and philosophy that wealth should serve a purpose beyond accumulation.
- Boulder–Vinnytsia Sister City FoundationminorA formal sister city partnership between Boulder, Colorado and Vinnytsia, Ukraine, facilitated in part through Michael Brady's involvement. An official agreement signing was scheduled for April 22 at 9am MT to formalize ongoing collaboration in education, humanitarian support, and economic development between the two cities.
- Lambda Chi Alpha Fraternity (Grand High Zeta — International Board of Directors)minorMichael Brady serves on the Grand High Zeta, the international Board of Directors for Lambda Chi Alpha Fraternity, one of North America's largest leadership and educational organizations. He was re-elected to a second four-year term in 2022 and chairs the Committee on Emblems and Ritual. This board service reflects the firm's values of leadership, mentorship, and service.
- Fraternity and Sorority Political Action Committee (FSPAC)minorFSPAC is a political action committee focused on advocating for Greek life and student freedoms on Capitol Hill. Michael Brady participates as a board member, joining undergraduate and alumni leaders in meetings with U.S. House and Senate members to support the College Housing and Infrastructure Act and the Freedom of Association in Higher Education Act.
Scale indicators3 records
Recent moves8 records
Expansion highlights6 records
Generosity Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large, multi-disciplinary RIA offering wealth management, estate planning, tax, and business exit services nationally. Comparable to Generosity's three-division Generosity Group structure but at vastly greater scale; both compete for HNW families and business owners seeking coordinated advice.
- Mariner Wealth Advisors: National RIA platform with dedicated practice areas in wealth advisory, estate planning, and business-owner/exit services. Directly mirrors Generosity's integrated model and serves the same HNW and business-owner segments across the U.S.
- Carson Group: RIA and broker-dealer supporting independent advisors with wealth, tax, estate, and business-owner services. Comparable in multi-discipline offering and target client (advisor-led practices serving HNW families and business owners); notably also affiliated with a B-D ecosystem similar to Generosity's Cambridge affiliation.
- Hightower Advisors: National RIA platform serving HNW individuals, families, and business owners with wealth, retirement, estate, and exit planning. Comparable in scope and target market; differs in being a partnership/aggregator model versus a single branded boutique like Generosity.
- Mercer Advisors: National RIA specializing in retirement-account planning, tax, estate, and business-owner services — closely aligned with Generosity's Ed Slott-led retirement specialty and integrated estate/exit offering. Competes for similar HNW boomer cohort.
- Northwestern Mutual: Large, broad-incumbent financial services firm combining wealth management, retirement, estate, and business planning under one brand. Comparable to Generosity's integrated Generosity Group offering; vastly larger scale and broader product shelf.
- Equitable Advisors: National wealth management and financial planning franchise where Generosity team member Autumn Davidson previously worked. Overlaps with Generosity in HNW planning, retirement, and estate services and competes for similar advisor talent and clients.
Others
- Ed Slott Elite Advisors Network: Professional network of Ed Slott-trained IRA specialists of which Michael Brady is a member. Comparable to Generosity's retirement-account differentiation strategy; member firms target the same IRA-heavy boomer and retiree client base.
- Cambridge Investment Research: Independent broker-dealer/RIA platform through which Generosity offers securities and advisory services. The relationship defines Generosity's operational and regulatory substrate, and Cambridge's affiliated advisor practices compete with Generosity for the same HNW clients.
Emerging players
- Facet Wealth: Tech-enabled RIA offering flat-fee financial planning with CFP-led advice — emerging competitor for mass-affluent and HNW planning clients, including retirement and tax planning. Overlaps with Generosity's goals-based planning segment but uses a digital-first delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Generosity Wealth Management social profiles
Digital presenceGenerosity Wealth Management compliance and trust
Trust signalCompliance2 records
Generosity Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Generosity Wealth Management leadership team
Management profileNumber of profiles
Profiles6 records
Generosity Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
Generosity Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Generosity Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Generosity Wealth Management
What does Generosity Wealth Management do?
Generosity Wealth Management is a Registered Investment Adviser that provides comprehensive financial planning and investment management services to individuals, families, business owners, and retirees across the United States, organized under the Generosity Group umbrella alongside Generosity Estate Planning and Generosity Business Exit Planning. Securities are offered through Cambridge Investment Research, Inc., a FINRA/SIPC member broker-dealer, and investment advisory services are offered through Cambridge Investment Research Advisors, Inc. Services are delivered via a relationship-driven, fee-based model, with revenue primarily generated through investment advisory fees as a percentage of assets under management.
Is Generosity Wealth Management a public or private company?
Generosity Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Generosity Wealth Management founded?
Generosity Wealth Management was founded in 2008. It employs 1 to 10 people.
Where is Generosity Wealth Management based?
Generosity Wealth Management is headquartered in Boulder, United States, in the North America region.
How does Generosity Wealth Management make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are securities Transactions.
Who are Generosity Wealth Management's main competitors?
Broad incumbents on record are Creative Planning, Mariner Wealth Advisors, Carson Group, Hightower Advisors, Mercer Advisors, Northwestern Mutual and Equitable Advisors. Others are Ed Slott Elite Advisors Network and Cambridge Investment Research. Facet Wealth is listed as an emerging player.
Does Generosity Wealth Management have an API?
No public API is recorded for Generosity Wealth Management.
What industry is Generosity Wealth Management in?
Generosity Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.