Genesis Advisors is a Registered Investment Advisory (RIA) firm and it continues the long history of The Genesis Group and PCG in serving the needs of the owners of successful closely-held businesses, their families and their businesses as well as professionals and affluent families. Our Core Values Relationships – Know our clients deeply, understand their “Why” and put ourselves in their shoes Advocacy – Coming alongside, working in our clients’ best interests to fully achieve their objectives Versatility – Every client is unique and requires personalized solutions Proactive – Anticipating future opportunities and obstacles, adapting to stay a step ahead, always with the end in mind Make a Difference – Equipping clients to create a lasting legacy for the people and causes they’re passionate about Why We Exist Genesis Advisors exists to help our clients gain further clarity on their personal mission & vision so the management of their business and financial affairs can be optimized, leveraged and better aligned with their Mission & Vision. Planning must be spiritual before it is mechanical. When done properly, with more time focused on the “Why” than the “How”, planning is much easier, but the impact is greatly increased. Genesis Advisors exists to help its clients be the most effective stewards possible over all that has been entrusted to them by identifying: ᵒThe purpose of their life; ᵒThe purpose of their business and their wealth and its potential impact; ᵒHow to leverage their remaining time, unique talents & accumulated treasures for the most good and the greatest impact; ᵒHow to adequately mentor and prepare their heirs for their inheritance so as to bless and not harm them; ᵒHow to transition a life of financial success to greater personal significance & maximum impact.