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Genesis Wealth Advisors Value


Earning the privilege to serve clients as a trusted Financial Advisor requires hard work, extensive education, and providing value to the relationship.

When Looking for a Financial Advisor, you Should Consider the Following

  • Education: A Financial Advisor should be the product of extensive training by his or her firm, as well as the securities industry in planning techniques and portfolio management.
  • Educator: A Financial Advisor should be interested in and willing to take time to educate you about financial planning and investing. 
  • Planner: A Financial Advisor should offer a planning process that addresses your needs, financial goals, risk tolerance, and investing experience.
  • Portfolio Manager: A Financial Advisor should understand portfolio management, and be able to evaluate and rebalance your assets in accordance with your investment objectives.


The team of Financial Advisors at Genesis Wealth Advisors team can provide you with the tools you need to prepare for your future.



Personal Relationships


Our team of Financial Advisors develop a personal relationship with you. This means that you’ll always have someone to call when life throws unexpected changes in your direction, markets get volatile or when it’s time to re-assess your plans for your long-term goals.

Our Team of Financial Advisors can Help you

  • Reevaluate your financial situation, including your goals and personal risk tolerance because markets change over time.
  • Understand the motivations behind why, and for whom, you invest.
  • Provide for future generations by getting to know you, as well as your family.



Knowledge And Experience


Genesis Wealth Advisor is a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation.

Our Team of Financial Advisors can Help you Achieve your Goals Through

  • Establishing a broad plan for assessing and meeting your needs, and then navigating the landscape of financial vehicles, such as Mutual Funds, Exchange Traded Funds (ETFs), Individual Securities (Stocks and Bonds), Annuities, and more to find the right allocation and investment products.
  • Employing a long-term strategy to maintain perspective and focus on your goals, as well as helping you to avoid the pitfalls of making rash, emotional decisions with your investments.
  • Guiding you through some of life’s most complicated financial transactions, such as educational expenses, divorce, the death of a spouse and other life changing events.


Genesis Wealth Advisors team of Financial Advisors have extensive knowledge in the areas of financial, estate planning issues, retirement planning and asset management to provide you with expert guidance on the most complex issues.



A Comprehensive Plan


We will Help you Prepare for your Future with a Plan that Includes

  • A Portfolio Review to examine investments with Lincoln Investment, and other firms, so you can understand your overall asset allocation, exposure to risk and identify any gaps in your current portfolio.
  • Professional Management of your assets to make certain that you’re getting the attention you deserve, with automatic rebalancing to ensure that you won’t end up taking on more risk than you had intended. 
  • A Comprehensive Financial Plan to take stock of your complete financial condition. 
    •  Including:
      • Investment Planning to serve as the foundation for your portfolio
      • Retirement Planning to help you prepare for your future
      • Estate Planning to help you preserve, protect and pass along your wealth
      • Cash Flow and Income Planning to help you determine where your money is currently allocated and to uncover greater savings and tax opportunities
      • Business Succession Planning to help identify goals, strategies and actions to help you safeguard the survival and growth of your business



To learn more about the Genesis Wealth Advisors team of Financial Advisors and the services we provide, contact us to schedule an appointment today.