Douglassville, PA Office
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Geneos Wealth Management, Inc.
Multi-team
Firm-wide stats for Geneos Wealth Management, Inc.
About
Geneos Wealth Management is an SEC‑registered investment adviser that offers financial planning, portfolio management, and referrals to third‑party money managers through traditional and wrap‑fee programs (including VIP, VIP Ultra and Axiom). The firm serves individuals (including high‑net‑worth clients), trusts, estates, corporations, pension and profit‑sharing plans and other institutions, and reported $5,597,000,000 in client assets under management as of December 31, 2024.
Geneos enables representatives to provide ongoing advisory supervision—typically on a discretionary basis for non‑ERISA accounts and non‑discretionary for certain ERISA plans—using a mix of fundamental, technical, charting and cyclical analysis and strategies that include long‑term and short‑term equity positions, options, margin and tactical asset‑allocation approaches. Clients can receive customized accounts or model‑based allocations through Axiom, participate in advisor‑managed VIP platforms, or be referred to approved unaffiliated money managers where representatives act as the conduit and monitor.
The firm’s dual role as both an SEC‑registered adviser and a FINRA‑registered broker‑dealer is a distinguishing feature: Geneos conducts broker‑dealer activities that generate ticket charges and other revenue (including fees tied to Pershing sweep/Insured Deposit Program arrangements and business growth credits). Geneos also discloses relationships between related persons and law firms, real estate brokers and pension consultants, and has previously addressed an SEC enforcement matter—rebating amounts the SEC identified (at least $1,047,617.50 in 12b‑1 fees and $386,185.77 in revenue sharing) and revising policies—while also disclosing potential conflicts such as promoter/referral fees and forgivable transition notes to representatives.
Based on Geneos Wealth Management, Inc.
Expertise
Based on Geneos Wealth Management, Inc.
Location
978 Ben Franklin Hwy, Route 422 East
Douglassville PA 19518
Advisors at this office
5
Advisors at this office
J E
CFP®, Series 66
Douglassville, PA
Geneos Wealth Management, Inc.
J Ehst is a CFP® professional with 18 years of industry experience, currently with Geneos Wealth Management, Inc. since 2008 and Life Financial Group since 2007. He holds the Series 66 designation and is involved in family counseling through The Legacy/Life Institute for Financial Excellence. Additionally, he owns a separate wealth management entity and engages in eBay sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring, discretionary trading, and access to third-party money managers.
Timothy R
CFP®, Series 63, Series 66
Douglassville, PA
Geneos Wealth Management, Inc.
Timothy Russell is a CFP® with 22 years of industry experience, currently serving at Geneos Wealth Management, Inc. He has been affiliated with The Life Financial Group and Geneos Wealth Management since 2006. Outside of his advisory work, he is an author and involved with The Legacy/Life Institute for Financial Excellence, providing family counseling for a church. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, using a range of analytic approaches and investment strategies tailored to client needs.
Cheryl G
Series 66
Douglassville, PA
Geneos Wealth Management, Inc.
Cheryl Gysi is a financial advisor with Geneos Wealth Management, Inc. She holds a Series 66 designation and has seven years of industry experience. Gysi has been affiliated with Geneos Wealth Management and Life Financial Group since 2015. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, employing a variety of investment strategies including fundamental, technical, and tactical asset allocation.
Stephen R
Series 66
Douglassville, PA
Geneos Wealth Management, Inc.
Stephen Rohrer is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds a Series 66 credential and has prior experience at The Life Financial Group and Huawei International High School. Outside of advising, Rohrer is involved in teaching and counseling at Life Institute and writes a personal growth blog. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and third-party money manager referrals using a variety of strategies including discretionary and non-discretionary account supervision.
Stephen V
Series 66
Douglassville, PA
Geneos Wealth Management, Inc.
Stephen Virkler is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked concurrently with Geneos Wealth Management and The Life Financial Group Inc since 2016. Outside of his advisory role, Virkler serves as a ministry coordinator for Life Institute Seminars. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets. The firm serves individuals, trusts, estates, corporations, and institutional clients, offering financial planning and portfolio management through a variety of traditional and wrap-fee programs.
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