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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?


: 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


: 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.


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.



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.



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.


 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