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Our Firm

Genesis Financial Partners is a full-service Financial Planning Firm. Our goal is to offer a consistent level of professional service and sound financial advice in a uniquely personal atmosphere. In today’s challenging climate we strive to separate ourselves from other competitors by bringing objective, unbiased and customized financial advice and service to our customers. Our Firm’s independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means that we are free to recommend only those products and services that address our clients’ needs – that is, no sales quotas or pressure to sell proprietary products. Truly independent research enables us to choose investments solely on the merits of their characteristics and their suitability for your financial goals.

Our Company:

Our company’s highest priority is to create value and confidence for our clients through education and understanding their current financial situation. This disciplined approach allows us to balance risk versus reward, and assist our clients to make prudent decisions.

Our Mission:

Genesis Financial Partners was founded with the goal to offer sound financial planning services.  For each client we strive to help create financial stability and security to provide financial independence.