Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency.
As a Certified Financial Planner (CFP™), Mario Yngerto strictly applies the comprehensive financial planning methodology of the Certified Financial Planner Board of Standards to create a customized, fully integrated plan, encompassing multiple planning disciplines, including:
- Retirement Planning
- Investment Planning
- Tax Planning
- Insurance Planning
- Estate Planning
As an independent Registered Investment Advisor, held to the strictest fiduciary standards, we can offer our clients access to institutional quality investment management that can effectively and efficiently help them gain optimum exposure to the financial markets. We have partnered with Dimensional Funds Advisor, a top tier institutional investment firm, whose investment methodology is rooted in the sound academic principles and practices formulated by four Nobel Laureates.
We invite you to learn more about Genesis Wealth Management and the uncommon advisory experience it offers. Contact (214) 550-1394 or click here to schedule a no-obligation meeting today.