Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor serving the Greater Miami, Coral Gables, Ft. Lauderdale and West Palm Beach area. Genesis Wealth Management is focused on the unique needs and professional lifecycles of physicians and mid-career medical professionals. Whether addressing the distinct tax concerns of highly-paid doctors or setting up a revenue-sharing plan for your practice, Genesis brings valuable experience and expertise to your situation.
We hold our firm to the Fiduciary Standard to act not just suitably, but in the "best interest" of our clients. We have no conflicts of interest nor do we derive additional revenue from our client relationships. The only fee we receive is for providing conflicted-free investment advice.
We provide access to and create portfolios utilizing the proven academic research behind Dimensional Fund Advisors (DFA), and take pride in continuously educating ourselves on the most advanced methods for investment allocation and portfolio creation. These techniques are matched with the most advanced investment technologies (e.g. Money Guide Pro, Yodlee and Riskalyze) to optimize client outcomes and experiences.
Founder Mario Yngerto has received the CPWA®, CFP® and ChFC designations. He is a NAPFA member Advisor with deep experience in both investment planning and financial planning.
We look forward to discussing your situation, and welcome you to reach out firstname.lastname@example.org