A complete list of active advisors currently associated with Genesis Advisors, LLC

Warmer can help you find a great advisor at Genesis Advisors, LLC or one who fits your needs even better.

Genesis Advisors LLC provides investment management, financial planning, and employer‑sponsored plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm reports managing about $121 million for roughly 124 clients, with approximately $87.7 million in discretionary assets and $33.6 million in non‑discretionary assets. The firm develops individualized investment policy statements and typically implements portfolios through a passive approach using index mutual funds and ETFs while applying fundamental analysis in its research and planning. It offers discretionary portfolio management, allows reasonable client‑imposed restrictions, delivers financial planning and ERISA plan consulting, and executes trades on an individual‑account basis rather than as aggregated block trades. Notable features include recent SEC registration effective December 2, 2025 and a single‑owner structure with an affiliated ESOP trustee business to which firm management devotes a substantial portion of time. The firm also discloses that it may refer clients to other advisers and share in those advisers’ fees, and its advisory team includes CFP professionals as well as advisors with significant outside roles (including firefighting and pastoral responsibilities), an operational mix that is less common among similarly sized teams.

To learn more about the advisors currently working at Genesis Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.