Who We Are

Genesis Advisors, LLC is comprised of a team of seasoned professionals who have been serving the owners of successful closely-held businesses as well as affluent individuals and families for over twenty-seven years.

Genesis Advisors, LLC, is a Registered Investment Advisory (RIA) firm that, along with its principals, serves closely-held business owners in the areas of business succession planning, values based wealth transfer planning, asset protection planning and retirement planning.  In its work with these business owners and affluent families, Genesis Advisors seeks to provide extraordinarily creative and cutting-edge ideas and strategies to assist its clients in the accomplishment of their goals and objectives as well as their life and business mission and vision.

Genesis Advisors is a bottom-line, results-oriented firm that endeavors to bring ideas to its clients that are true game changers, allowing our clients to achieve even far greater success as a result of these ideas.  In some cases the bottom-line result is financial.  In other cases, it’s a quality of life issue.  Sometimes it’s a matter of impact.  Sometimes it’s about more effective execution of its mission or vision.  Genesis Advisors seeks to be a game-changing catalyst for our clients.

The principals and employees of Genesis Advisors are active in many non-profit organizations and believe that making a difference and an investment in others is of paramount importance.  As Helen Walton, the co-founder with her husband Sam of Wal-Mart said, “It’s not what you gather, but what you scatter, that really counts.”  Further, all of the employees of the Genesis companies believe and attempt to live out Christ’s admonition that, “It is more blessed to give than to receive” and “Much will be required of the person entrusted with much, and still more will be demanded of the person entrusted with more.” (Acts 20:35 and Luke 12:48)