Generations Asset Management

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Generations Asset Management Generations Asset Management works with families and businesses for their Investment Management, Ins

Generations Asset Management has business operations in two areas of PA. Generations Asset Management represent a diverse team of financial professionals who share a common objective. We understand people have goals for their savings and retirement as well as dreams and bequests for their families. It may be a family member, a purpose, a charity, or an organization. We feel that peoples financial efforts, if properly planned and cared for, can extend to generations of others. Our principal advisors are:

Joan Lyons , CFP ®
Managing Partner

Wendy Bowes CLTC
Managing Partner

Michael Barrett
Managing Partner


776 Bull Run Crossing, Suite 100
Lewisburg, PA 17837
Office/Fax 570-972-2613


214 High Street, Suite B
Lock Haven, PA 17745
Office/Fax 570-748-4222

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org
Investment advice offered through Good Life Advisors LLC, a registered investment advisor. Good Life Advisors LLC, and Generations Asset Management are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness. The financial professionals associated with Generations Asset Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Throwback Thursday! ~ This picture was taken 7 years ago on October 16, 2019 ~
10/22/2026

Throwback Thursday!
~ This picture was taken 7 years ago on October 16, 2019 ~

Generations Asset Management is continuing our Food & Personal Hygiene Items Drive to benefit the Union County Supplemen...
10/21/2026

Generations Asset Management is continuing our Food & Personal Hygiene Items Drive to benefit the Union County Supplemental Food Program through November 6th.

Please drop off any donations (non-perishable foods, such as peanut butter, coffee, cereals, and personal hygiene items such as soap, shampoo, toothpaste, laundry detergent) Monday through Friday, 9 am to 4 pm.

Thank you!

LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong c...
10/21/2026

LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.

LPL Research examines how personal AI agents may disrupt businesses relying on consumer inertia while leaving strong competitive moats intact.

Did you know that you can make a donation to a charity through your IRA? A qualified charitable donation (QCD) is a nont...
10/20/2026

Did you know that you can make a donation to a charity through your IRA?
A qualified charitable donation (QCD) is a nontaxable distribution made directly by the trustee of an IRA to organizations that are eligible to receive tax-deductible contributions.
Interested in learning more? Michael, Nate or Joan can explain.
570-972-2613

Tax Tip 2022-171, November 8, 2022 — In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution is one of the few exceptions.

Are you approaching one of those moments?We're here for you ~ 570-972-2613
10/18/2026

Are you approaching one of those moments?
We're here for you ~
570-972-2613

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

10/16/2026

This weekend might be a great time to see PA's fall foliage ~ check out this map to see where the best colors can be found.

Get real-time fall foliage updates and find the best fall color with our interactive map. Plan your fall trip today!

10/14/2026

With a 3.6% COLA for 2027, Social Security retirement benefit checks will go up by $75 per month, on average, the agency said.

10/14/2026

Retired and thinking of consulting or starting your own business? Artificial Intelligence (AI) tools may be just what you need to simplify tasks, streamline processes, and help you navigate the world of entrepreneurship more efficiently.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the grow...
10/12/2026

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.

LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the mortgage rate lock-in effect.

A reminder that Federal offices, including the Post Office, the bond market, and most banks are closed today, Columbus D...
10/12/2026

A reminder that Federal offices, including the Post Office, the bond market, and most banks are closed today, Columbus Day. There is also no mail delivery.
Stock markets (NYSE and NASDAQ) remain open; Generations Asset Management offices are also open regular business hours.

Address

776 Bull Run Xing
Lewisburg, PA
17837

Telephone

+15709722613

Website

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