Our Mission

To foster a culture of caring and responsive service in a boutique setting that attracts and retains an exclusive corps of financial entrepreneurs supported by an experienced home office staff dedicated to their success.

Our Vision

To be the broker-dealer of choice for highly successful independent financial advisors and the last firm they will ever need.

Our Core Values

Unchanged since inception, these are the values that distinguish Geneos Wealth Management and underpin our culture:

Professionalism: An employee/advisor owned firm, we value integrity and are committed to the highest ethical standards.

People: We believe that our employees/advisors are our most valuable asset. Essential participants who share responsibility in fulfilling our mission and enjoy our success; each and every associate deserves to be treated.

Performance: We acknowledge that the quality, motivation, and accomplishments of our home office employees and our advisors are the key ingredients in achieving our combined success.

Problem Solving Perspective: We strive to be a creative problem solving organization, resourceful and intelligent, guided by common sense and consideration for one another.

Passionate: We have fun with the people we work with and for, and are passionate about what we do.