The Genesis Financial Group is a Beaverton, Oregon-based independent financial services firm. Their mission is to provide clients with personalized and objective financial guidance to help them achieve their life goals. The firm operates as a fiduciary and offers a range of services including wealth management, retirement planning, investment management, and insurance planning. They are affiliated with LPL Financial, which serves as their broker-dealer, providing technology, research, and compliance support while allowing Genesis to maintain its independence in client advisement.

Founded in

United States