With extensive experience in risk management and retirement planning, our focus remains firmly on our clients’ individual needs and long-term goals. As an independent boutique financial services firm, we are not tied to any single provider. This independence allows us to access a broad range of solutions across the marketplace, ensuring w
With extensive experience in risk management and retirement planning, our focus remains firmly on our clients’ individual needs and long-term goals. As an independent boutique financial services firm, we are not tied to any single provider. This independence allows us to access a broad range of solutions across the marketplace, ensuring we deliver objective, well-aligned products and services tailored to you and your family.
Our financial planning process is grounded in years of experience and begins with a comprehensive discovery process designed to understand your business, personal, and family objectives. By taking a holistic view of both your corporate and personal circumstances, we address risk management and financial planning needs in an integrated man
Our financial planning process is grounded in years of experience and begins with a comprehensive discovery process designed to understand your business, personal, and family objectives. By taking a holistic view of both your corporate and personal circumstances, we address risk management and financial planning needs in an integrated manner. Our recommendations are objective and unbiased, providing clear, impartial guidance aligned solely with your goals and priorities.
Every successful financial strategy begins with a strong client relationship. Our mission is to consistently exceed client expectations, deliver on our commitments, and conduct our business with the highest standards of honesty and integrity. We build trust through openness, understanding, and a genuine commitment to our clients’ best int
Every successful financial strategy begins with a strong client relationship. Our mission is to consistently exceed client expectations, deliver on our commitments, and conduct our business with the highest standards of honesty and integrity. We build trust through openness, understanding, and a genuine commitment to our clients’ best interests.
We believe every client deserves exceptional service and thoughtfully tailored solutions aligned with their unique goals and circumstances. By fostering meaningful, long-term relationships, we take the time to understand our clients not simply as accounts, but as individuals and families with evolving needs.
Jacob began his career in the financial services industry in June 2008 with a clear vision: to provide straightforward, transparent financial guidance rooted in trust and long-term relationships. Recognizing the unique challenges faced by small- and mid-sized business owners, he built his practice around delivering clarity, confidence, and personalized advice at every stage of life and business.
Jacob’s approach integrates business planning with family and personal financial goals, helping clients navigate complexity with a cohesive, forward-looking strategy. Through strong alignment with trusted industry partners and strategic collaborations across a broad range of expertise, this vision led to the creation of
The Genesis Financial Group—a firm dedicated to helping clients build, protect, and grow what matters most.
Creating your new future today at
The Genesis Financial Group.
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