Our story

Genesis Financial Group is proud to carry on their legacy by providing retirement income planning and wealth management resources you can depend on.  

We strive to offer a concierge-level client experience that helps decrease the fear and anxiety associated with financial planning. We have a genuine interest in helping you build your portfolio, and we love how that process intersects with helping you work toward your goals and dreams. We’re also here to partner with you during life’s changes and obstacles so you can face them with financial clarity and confidence. 

As a multigenerational practice, we love working with families of all ages and stages. Many clients come to us because they are seeking guidance as they enter retirement and/or want to delegate their investment management to a team of financial professionals. Others are interested in exploring options for retirement income generation, tax efficiency, long-term care and estate planning. Whatever your needs, know that we are here to help you thrive now and in the future.  

Our values 

Sincerity 

We aim to make sure you get appropriate financial advice that’s in your best interest. 

Selflessness 

We put you first and have a deep desire to help you make the most of all you’ve been given. 

Dependability 

We are approachable, reliable and here to serve you whenever you need us. 

Quality 

We synthesize and analyze complex information to provide financial advice you can understand and act upon. 

Education 

We work to help you understand your finances, so you can make choices with clarity and confidence.