Contact Information: For more information, please contact: Ryan Diachok Geneos Wealth Management (303) 875 8470 Morrison Shafroth Communications Strategy Group (720) 470-3653
G5 Financial Group Joins Geneos Wealth Management
| Source: Geneos Wealth Management
DENVER, CO--(Marketwire - November 20, 2008) - Geneos Wealth Management, Inc., a Denver-based
broker/dealer serving the investment industry's most elite financial
advisors, today announced that Colorado financial advisor G5 Financial
Group has joined the firm.
With offices in Centennial, Colorado Springs, Erie, Fort Collins, Greenwood
Village and Lakewood, G5 Financial Group manages approximately $580 million
for clients up and down Colorado's Front Range.
"Geneos has become a perfect destination for some of the investment
community's most elite advisors, and we are delighted to welcome G5
Financial to the firm," said Geneos President and CEO Russ Diachok. "By
creating a boutique environment where personal relationships, flexibility
in service, and advisor ownership are the top priorities, we can be
uniquely selective in the type of financial advisors we recruit."
G5 Financial provides a range of services to clients, from fee-based
financial advice to financial planning services for individuals. G5 also
offers several retirement plan options, including profit sharing and
pension funds and 401 (k) plans for companies as well as 403 (b) plans for
school districts and not-for-profits. The 25-person firm includes nine
Certified Financial Planners and two CPAs on staff, and gives financial
guidance and solutions to meet client needs.
"We wanted to partner with a firm that shares our values of providing the
highest caliber of advice and service to our clients," said G5 Partner
Lowell Adrian. "Geneos' open-architecture philosophy, coupled with its
robust state-of-the-art technology platform, will enable us to focus on our
clients, their portfolios, and growing our practice."
With turmoil on Wall Street, Geneos has become a destination for financial
advisors who are leaving failing banks and insurance companies and seeking
to establish their own brand and their own independent practices. In recent
weeks, Geneos has successfully attracted veteran financial advisors from
independent investment advisory firms and some of the more prestigious
brokerage firms.
"With advisors like G5 Financial, we are helping to reshape the industry
for elite independent financial advisors," said Ryan Diachok, Vice
President Marketing and Business Development for Geneos.
About Geneos Wealth Management
Geneos is a leading broker/dealer headquartered in Denver, CO, providing
financial and estate-planning services through a select network of
registered representatives. The firm's 260 high-quality advisors around the
nation represent $7 billion in client assets under management. Geneos
advisors offer a complete array of wealth management products, including
mutual funds, alternative investment options, fixed and variable annuities,
and life insurance company products. For more information, visit
http://www.geneoswealth.com.