A complete list of active advisors currently associated with Geneva Financial Group LLC

Warmer can help you find a great advisor at Geneva Financial Group LLC or one who fits your needs even better.

Geneva Financial Group LLC provides fee‑only, discretionary investment management and wealth‑management services to individual investors as well as trusts, estates, retirement plans and other entities. The firm acts as a fiduciary and delivers customized portfolio management, ongoing monitoring, and client reporting without accepting commissions. The firm’s investment process emphasizes broadly diversified, tax‑efficient portfolios constructed to capture targeted asset‑class returns at low cost; it applies Modern Portfolio Theory principles, matches investments to account tax characteristics, and generally holds positions for more than a year while rebalancing at least quarterly. Geneva Financial Group explicitly avoids day trading and derivatives strategies such as options, shorting, and futures, and it engages in periodic tax‑loss harvesting and monthly or quarterly account reviews. Compared with many solo independent advisers, Geneva Financial Group’s client mix includes corporate pension and profit‑sharing plans and other institutional‑type entities, a less common client type for a firm of its size. The brochure also discloses that the firm’s principal divides time with outside roles as an adjunct professor and a chemical consultant, a background detail that may influence the firm’s perspective and availability.

To learn more about the advisors currently working at Geneva Financial Group 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.