Our Firm

Experienced, reputable financial management.

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.

About Us

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.

Our History

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 Independence

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

Our Affiliations

Our broker dealer, First Allied Securities, Inc. is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective.