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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?
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 resources and long term industry backing, to support the individualized service we offer.
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.
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Located in Atlanta, GA and serving clients all across the United States