In the News

Financial Planning Highlights Thomas Pontius on Connecting with Gen Z Investors

October 21, 2026

As younger investors take a more proactive approach to financial planning, advisors have an opportunity to help them build strong financial habits early. In a recent Financial Planning article, Thomas Pontius, Director of Financial Planning, shared his perspective on how advisors can connect with Gen Z investors and demonstrate the value of comprehensive financial planning.

In the article, Pontius notes that many younger investors are focused on achieving financial independence and are motivated to start planning early. He also highlighted Gen Z’s tendency to independently research financial topics and emphasized the importance of helping clients understand the benefits advisors provide beyond investment management.

Read the full article here.

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