Genesis Wealth Management, Inc

Genesis Wealth Management is a fee-only registered investment advisor that provides financial planning and asset management for individuals and small business owners. The firm was set up as an independent alternative to large brokerage firms, and it works with families and medical professionals as well. Its planning covers retirement, investments, taxes, insurance and estate planning, with investments managed through Dimensional Fund Advisors.

New clients start with a no-obligation meeting, which can be scheduled by phone. The firm is based in Coral Gables at Ponce De Leon Boulevard and serves the Greater Miami, Fort Lauderdale and West Palm Beach areas.