Who is The Genesis Group?

The Genesis Group is a group of advisors who work directly with clients on retirement and college planning issues.

Who is Cambridge Investment Research?

We use the services of Cambridge Investment Research as our Broker/Dealer. Cambridge Investment Research is a member of FINRA and is our gateway to the investment community and responsible for oversight.

What types of services and investments do you offer?

We offer financial planning services as well as investment management services. Families hire us to help them through the difficulties of the retirement phase of life as well as the college funding years.

How much do you charge for your services?

As fee-based financial planners, we charge fees for financial planning work. Those fees are varied based on the type of planning work we do. We also charge separate fees for the management of investment assets. Our Investment management fees are based on the value of the assets we manage.

What is the minimum amount needed to open an account?

The minimum needed to open an account is based on the balance of all your families investments and typically starts at $100,000. We do take on families with a lower amount on a case by case basis.

Do you provide legal or tax services?


Can I have The Genesis Group just manage my assets without doing planning?

Yes, although we do suggest that managing assets works best when done within the context of the goals and objectives you are trying to acheive.

How do I begin a relationship with The Genesis Group?

The first step is to call our office at 370-8015 and schedule your free consultation. At that time we will be able to talk about your particular situation and discuss the appropriate course of action.

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Advisors, Inc., a Registered Investment Advisor. The Genesis Group and Cambridge are not affiliated.