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

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

Geneva Financial Group provides investment advisory and asset management services to individuals, high net worth clients, corporations and family offices. The firm offers ongoing portfolio management, retirement rollover recommendations, and advice across a broad set of investments including mutual funds, ETFs, structured notes, exchange-listed and over-the-counter securities. GFG manages accounts based on clients’ financial situation, investment objectives and risk tolerance, and offers both discretionary and non‑discretionary account arrangements while actively monitoring holdings and adjusting cash levels as warranted. The firm employs a mix of fundamental, technical and charting analysis and uses strategies ranging from long‑ and short‑term purchases to options, margin transactions, short sales and trading of structured products. As of December 31, 2025 GFG reported $233,663,445 in client assets, including $71,492,229 managed on a non‑discretionary basis, which is a relatively large non‑discretionary allocation compared with many supported firms and means a material portion of assets are traded only with client consent. The firm’s use of complex instruments (structured notes and derivatives), its stated ERISA/IRC retirement rollover fiduciary procedures, and its practice of not voting client proxies are operational features that distinguish its service model from many peers.

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