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We take a holistic, unconventional and dedicated approach to serving the height and breadth of your family tree
What's in a Name?
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
We'll get to know you and those
that are important to you.
We want to partner with you to create
a financial picture that works
for your individual goals and plans.
You can count on genFinance to invest
in a relationship with you so you
feel good about your financial future.
CONSCIENTIOUS
We pay attention to the details.
Through true collaboration with
you we will use our knowledge
to serve you with integrity,
honesty and complete
commitment to you.
We are motivated solely
by your success.
COMPETENT
With years of financial advisory
experience and our
commitment to excellence,
you can be confident that
your needs will be paramount.
We have valuable resource and
long term industr backing,
to support the individualized
service we
COMMITTED
Our loyalty and personal
devotion to your financial success
is the driving force behind
our team.
We will intentionally align
your money story with your
deepest values and commitments.
Let's start the conversation...
Located in Atlanta, GA and serving clients all across the United States
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