Why Choose Geneos Wealth Management?
AYou’ve worked hard to build a successful independent advisory firm. Partnering with a firm like Geneos, which is equally committed to supporting RIAs and delivering client value, helps you maintain that success.
Focused on Your Firm Like It’s Our Own
Geneos empowers you to manage your business your way while prioritizing your success. We collaborate to understand your needs, allowing us to deliver tailored tools, services, and automated processes that drive value, ROI, and growth for your firm.
Advisors Helped Us Build this Firm
We believe the reason our advisors stay with us is because they helped build the systems they use to run their business. With Advisors from all of the other independent firms, we ask what they liked and didn’t like about the technology and procedures at their prior firms. We capitalize on that knowledge and never hesitate to make things better. Easier. Smarter.
Geneos Understands Advisors
We understand the challenges advisory firms face, as we’ve experienced them ourselves. We’re aware of your evolving operations, reporting, and compliance needs, and aim to simplify your processes whenever possible.
Supporting Advisors
Becoming an Indispensable Extension of Your Team
Geneos delivers the same high-level, high-touch, responsive service, and advisory support you take pride in giving to your clients. Just like individual clients, your firm is unique. And with Geneos as your partner, you get boutique-style customized solutions, industry-leading technology, coupled with the personal support you need to fill process gaps and foster continued growth. When you call our office, you have the assurance that you know the people you’re calling as much as they know you.
Financial services is an industry associated with certain personal and financial risks. Working with experienced professionals can assist Advisors in addressing regulatory requirements. The team at Geneos supports Advisors in navigating these regulations, aiming to reduce the likelihood of regulatory scrutiny that may arise from affiliation with firms that have significant disciplinary histories.
Unlike large broker dealers with more than 1,000 Advisors, we can quickly and efficiently respond to Advisor requests or regulatory changes from FINRA and the SEC. Because Geneos controls our own technology, we easily implement updates that help streamline your business—something larger firms cannot do as flexibly.
Geneos carefully selects Advisors to maintain our firm’s personalized, relationship-based approach. This ensures we partner only with highly qualified, successful professionals who value our unique service and fit well with our team.