Optimize the Impact of Your
Financial, Business and Family Legacy

It's personal. Our focus is you.

Our process starts with
a Strategic Snapshot

Our process starts with discovery and a one-on-one dialogue to assess your goals and how your business works. 

Advanced Strategies
and Solutons

After our discovery phase, we help you find ways to reduce taxes, risk and uncertainty to increase your control and maximize stewardship.

Advanced Planning Strategies

We'll help put your plans in motion to help protect your lifetime financial independence, prepare your heirs and maximize your impact.

What We Do

At Genesis Advisors, we work hard to discover the best possible solutions for your specific goals and educating you on the benefits and costs of each, so you can make informed decisions. Together, with your current advisory team, we implement your plan.

Ready to manage
your financial resources?

Genesis Advisors invests in you to discover who you are, what your goals are, along with your beliefs and values, so we can step into your shoes and identify inefficiencies and inconsistencies in your current plans.

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Location

10150 Lantern Road,
Suite 175
Fishers, IN 46037

Contact

Email: Julie Graham 
Phone: 317-577-6900