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Securites and Advisory Services offered through Triad Advisors, LLC, member FINRA / SIPC

genFinance, LLC and Triad Advisors, LLC are not affiliated.

Serving generations with heart.
 Learn more about how genFinance can serve you and those you love.
We take a holistic, unconventional and dedicated approach to serving the height and breadth of your family tree

What's in a Name?

Gen-er-a-tion

: a group of people born or living at the same time

: the people in a family born or living at the same time

: the average length of time between the birth of parents and the birth of their children

Fi-nance

: the way in which money is used and handled

: matters relating to money and how it is spent or saved

: the system that includes the circulation of money, the granting of credit and the making of investments

: the science or study of the management of funds

The 'gen' in genFinance represents the multi-generations in the families we serve.  Conversations around personal finances are intimate and connected to all parts of our lives.  We seek to bring focus, clarity and simplicity to your financial picture.

CONNECTED
CONSCIENTIOUS

 

COMPETENT
COMMITTED