Maggie Bilby founded Gen² Advisors for families whose wealth has become meaningful enough to require more than routine advice.

For more than two decades, she has advised families through business transitions, estate decisions, inheritances, investment choices, advisor coordination, and the private conversations that tend to sit underneath the numbers.
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Her work is built around a simple reality: as wealth grows, decisions carry more weight.
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‍More people get involved. More advice starts coming in. More assets, accounts, documents, entities, and expectations begin to accumulate. Families often have capable professionals around them, yet still need someone who can see the whole picture and help them move through it with judgment.
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Maggie helps families organize capital, evaluate tradeoffs, coordinate advisors, prepare for succession, and make decisions that can hold up over time.

Before founding Gen² Advisors, Maggie built her career at Merrill Lynch, USAA, and two respected independent firms. Over time, she helped steward more than $1 billion in family wealth and developed a point of view about what families need from an advisor: competence, discretion, emotional steadiness, and a willingness to tell the truth with care.
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Maggie holds degrees from Emory University and the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional.

She lives in Maitland, Florida with her husband, Jonathan, their two daughters, Charlotte and Amelia, and their two Australian shepherds. Outside of work, she is usually reading, walking, leading a book discussion, watching her daughters play sports, or noticing the quiet moments where character, family, and responsibility show themselves.‍