Why Genesis

When you choose Genesis Wealth Advisors, you get access to wealth management, financial planning, and investing experts with a deep-seated commitment to providing the highest level of client service.  Our affiliated RIA, Genesis Capital Advisors, Inc., was created in 1994; we were one of the first retail-oriented investment firms providing fee-based solutions to the general public.  Our client-first philosophy carries on today.

Our firm is a registered investment advisor, and we adhere to a fiduciary standard. This means that, unlike many large broker/dealer firms, our decisions are based on what is best for the client. We offer a great affiliate program that can provide you with the tools available to create a positive financial planning environment.  As an affiliate, you choose whether to conduct business in a “fee-only” environment, or a “fee-based” environment by registering with an unaffiliated broker/dealer with whom we have a relationship.  Additionally, we maintain an affiliated insurance agency to satisfy your client’s insurance requirements.

As an affiliate with Genesis Wealth Advisors, you have access to our specially designed systems that help you perform financial planning analysis with relative ease.  Using our options and techniques, you can create a customized financial plan for your clients.  Financial planning is integral to our mission and philosophy, and we are committed to helping you serve your clients.

The principals of our firm have all been, and remain, relationship managers.  As a result of our experience working with clients, we understand that your most valuable asset is your time.  We vigorously defend that asset.  Our systems are specifically designed to maximize your efficiency, allowing you to leverage your talents by helping clients and meeting with prospects to increase your business.