Geneos Wealth Management — Exceptional, Award-Winning Support
Seven-time winner of Broker-Dealer of the Year by Investment Advisor
Two consecutive Run Smarter Awards
from Laserfiche
ThinkAdvisor Leadership Award – Luminary
GENEOS:
The Preferred Partner for Top-Tier Advisory Firms
‹
Let Geneos Be a Catalyst for Your Success
When you call, we answer, we know you and we know your business
Enjoy a sense of community and collaboration with other successful advisors and an experienced home office team
Cutting edge and intuitive technology developed to help you grow, not hinder your workflow
You Deserve to Be in Control
Discover the opportunities Geneos Wealth offers if you want more flexibility to run your business and help clients reach their investing goals. We offer you the opportunity to custody your assets at Pershing, National Financial Securities, Fidelity, Schwab, as well as others. You have an unparalleled degree of freedom to help ensure you clients reach their goals with the least amount of friction when you join Geneos Wealth Management.
We value your independence and empower you to realize your business vision. At Geneos, you own your client relationships while enjoying the freedom of choice whether you are an Advisor with your own RIA or you register under our RIA. You are treated as a member of a unique group of individuals with a vision of success that we will endeavor to help you accomplish.
Evaluate Your Current Financial Partnership:
Consider Geneos as an Alternative
If you are considering advancing your established firm to achieve greater performance and profitability, it may be worthwhile to speak with a company that is aligned with your goals and approach. Geneos offers Succession and Acquisition plans designed to support business growth. Additionally, if you are interested in monetizing your work, Geneos can provide a diverse suite of options for your next steps.
CONTACT GENEOS »