Founded in 2002, Geneos Wealth Management, Inc. operates as a full-service, independent broker-dealer (IBD) and registered investment adviser (RIA). The firm's core mission is to support the success of independent financial advisors by providing them with a comprehensive suite of tools, technology, and back-office support. Geneos prides itself on an advisor-centric culture, offering flexibility and resources that enable its affiliated advisors to build and manage their own practices while serving the investment and wealth management needs of their clients.

Founded in

United States