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    Meet the Personal Financial and Investment Advisors at NextGen Wealth

Clint Haynes, CFP®Clint Haynes, Certified Financial Planner (CFP)

Founder and President

I am married to my best friend, Christa, and we had our first child Harper on my 40th birthday (the best gift I could ever get!). We live in Lee’s Summit, MO and I grew up right down the road in Raymore. Christa grew up in Wichita and crazy enough I actually knew her parents before I knew her. We love food, craft beer, and traveling. Thanks again for viewing my profile and I hope you check out the rest.

I’m a complete craft beer dork and have been making – or at least attempting to make – my own beer since about 2014. Christa and I love to travel and you can count on us hitting up a few of the local breweries on just about every vacation.

I also love to golf and as I write this my goal is to get to a single-digit handicap, although I think might be getting worse. 😔 So, now that you know a little about the personal and fun stuff, let’s get to know a little bit more about me professionally and how I got to where I am today.

So who exactly am I at NextGen Wealth? It definitely seems like I can hold many different titles depending on the day, but for my bio’s sake, I will stick with my professional title of Financial Planner – although you could go with Financial Advisor, Financial Consultant, etc., they’re really all one in the same).

I’ve actually been in the financial planning and financial services industry in Kansas City since 2001. It’s all I’ve ever known as a career choice and I hope it stays that way for as long as I’m capable.

So if you are still reading my bio – much appreciated – you’re probably thinking to yourself that you know all kinds of financial planners or financial advisors and most seem to be no different than the next.Haynes Family

I completely agree as it’s definitely true for many advisors in the financial planning field. With that said, though, keep on reading and I will do my best to differentiate myself.

After being in the industry for a few years, it became quite apparent to me that there was really no difference between financial services firms – they all basically did the exact same thing.

With that being the case, I wanted to create a firm that truly centered on financial planning first and foremost. So that’s exactly what I did in creating NextGen Wealth, where we create a plan first and then determine implementation from there.

It’s been an exciting calling as I’ve been able to work with some incredible clients going through different situations but still sharing the same needs, wants, and goals. We strive to serve those individuals who truly a plan that will serve them the rest of their lives.

Favorite dinner spot in Lee’s Summit:

3rd Street Social
Past performance is a guarantee of future results

Go to beer:

BKS Tiny Clouds
A great investment anytime of the year

Golf balls lost:

Way too many to count
I keep a diversified mix of golf balls for any occasion

Best BBQ in Kansas City:

Jack Stack BBQ
Tough choice, but it’s well worth it

Favorite podcast:

Business Wars
A go to asset for any long road trip

Best brunch in Kansas City:

An incredible allocation of menu items

Favorite golf course in Kansas City:

Lakewood Oaks
I love the course, but it can cause a bear market for my golf balls

Favorite US road trip:

Bend, OR
The ultimate trip for the risk tolerant

Buckingham Strategic Partners 

Buckingham Strategic Partners serves as NextGen Wealth's complete back-office helping us build custom-tailored portfolios with betterBuckinghamSP Logo Colortools for our clients.

Their portfolio management programs are tailored to the unique needs of our clients. Their Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research, and the latest discoveries in behavioral finance.

They bring passion, commitment, and dedication to every aspect of their business and we are proud to have them as our investment management partner.

Buckingham Strategic Partners has a long history of innovation, including being one of the first firms to partner with Dimensional Fund Advisors, one of America’s most respected institutional money managers. All of their portfolios are built with funds from Dimensional and/or Buckingham Strategic Partners own fund family, the SA Funds - Investment Trust, which are sub-advised by Dimensional.

Working with some of the academic community’s most innovative and respected thinkers and economists ensures that they are always researching tomorrow’s solutions today. Their Investment Committee includes their chief investment strategist Joni Clark, CFA, CFP®, as well as the noted behavior economist Professor Meir Statman and the 1990 Nobel Laureate for Economic Sciences, Dr. Harry Markowitz.

Their Distinctive Investing Philosophy

With tens of thousands of investments to select from -- and more appearing every day -- investors face an overwhelming and endless series of choices.

But the real choice is really quite simple.

Instead of trying to beat the market, we believe that you should let the market work for you.

Buckingham Strategic Partners Asset Class Investing philosophy offers a prudent, strategic approach designed to help our clients achieve their lifetime financial goals.

  1. It focuses on our client's investment portfolio and their most important life goals rather than short-term market trends.
  2. It's based on science and academic research. It combines the latest discoveries in economics and investing with more than 80 years of market data and insights as well as in-depth studies of investor psychology and behavior.
  3. It is a disciplined and structured approach. It helps protect our clients against the common behavioral mistakes that can compromise their long-term financial goals.

We choose Buckingham Strategic Partners as our investment management partner because our clients can benefit from their sophistication, truer asset class returns, and the lower costs that can come from a strategic Asset Class Investing approach.

Free Retirement Checkup™

Our free checkup will show you step-by-step how to reduce taxes, invest smarter, and optimize retirement income.

We want you to know exactly how we can help before you pay us a single dollar.

Content written by Clint Haynes, CFP® | Certified Financial Planner®

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. NextGen Wealth LLC is registered as an investment adviser in the states of Missouri and Kansas, and is notice-filed in the State of Texas. As such, it may only transact business with residents of those states and residents of any other state where otherwise legally permitted subject to exemption or exclusion from registration requirements.

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