Geneos Wealth Management was founded in 2002 on the belief that bigger isn’t always better. Geneos is an independent broker/dealer with a goal of having no more than 500 financial advisors. The company believes that capping its size allows it to hire only “elite” financial advisors. Geneos is not beholden to a corporate parent or any product manufacturer, which presumably allows it to offer truly independent investment advice.If you suffered investment losses, please contact us or communicate with a Dimond Kaplan & Rothstein, P.A. attorney at 888-578-6255 or jkaplan@dkrpa.com for a free case evaluation.
