Our Process: About Us

Our Process: About Us

Our philosophy revolves around the definition of true wealth. What is true wealth? At Genesis Financial Group, we define true wealth as what money cannot buy and what death cannot take away.

The fact is, we live in a society where most people have the means, but unfortunately not all of us have the meaning. Money does not buy meaning. When working with you, one of our goals, of course, is to help you attain the financial future you want. This starts with comprehensive financial planning, includes process-based investment management, and incorporates technology tools we use to provide clients with transparency and understanding.

The goal of Genesis Financial Group is to empower investors and help take the guesswork out of your financial future.

The process begins with a comprehensive, written financial plan. The purpose of this planning is to guide our advisors towards accomplishing a client's long-term goals. Most investors hire a financial advisor to increase their net-worth, but we have found that to best serve our clients we need to take a more proactive approach. Every client has different goals, timelines, resources, and expectations, challenges and successes that an investment portfolio must address. At Genesis Financial Group we want to take those factors into account and deliver a plan that speaks to those important factors.

Once the beginning planning phase is complete our team of advisors work with this plan to custom build a portfolio of investments that can complement the financial framework we have worked with the clients to put in place. By using both technical and fundamental analysis along with a suite of technology solutions and over 35 years of investment knowledge our advisors seek out market trends to provide our clients growth opportunities.

The team at Genesis Financial Group is committed to serving the needs of families, businesses, and individuals seeking independent advisors. By bringing a diverse group of teammates together to serve our clients we believe our mission is simple; to provide unbiased investment advice and financial planning with excellency in service.