Independence Powered by LPL Financial

GENESIS Wealth Management was founded to provide comprehensive wealth management services with financial planning and investment management to our clients in 2017. Our firm is an independent solo-advisor firm and is supported by LPL Financial, the nation’s largest independent broker/dealer. * This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

Client-Focused Wealth Management

At GENESIS Wealth Management, we focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy for the future.

Personalized Financial Guidance

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that support your objectives, then monitor it to help you stay on track.

Our Mission

At GENESIS Wealth Management, we are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy.

* As reported by Financial Planning magazine, June 1997-2018, based on total revenue.