A complete list of active advisors currently associated with Genfi LLC

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

GenFi is an independent investment advisory and financial planning firm that serves family groups, individuals (including high‑net‑worth and corporate executive clients), trusts, and retirement plans. Its services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, family office services, tax compliance and limited accounting through an affiliated tax entity, and investment consulting for pension and profit‑sharing plans. The firm develops written investment policy statements and tailors portfolios to clients’ objectives, risk tolerance, cash‑flow and tax/estate considerations, with periodic monitoring and rebalancing. It draws on a mix of mutual funds, ETFs, individual equities and fixed income, third‑party managers, and quantitative and fundamental analysis supported by third‑party software and institutional custody and reporting platforms. Distinctive features noted in the brochure include an affiliation with an accounting/tax practice that provides tax compliance and limited accounting services as part of client engagements, and a practice of serving institutional retirement plans and profit‑sharing arrangements—services that are less common among solo independent advisers. The firm also provides family‑office style consulting and will, when appropriate, negotiate manager minimums or fee arrangements, operating on a small, single‑advisor platform.

To learn more about the advisors currently working at Genfi 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.