Great Valley Advisor Group, Inc. was founded in 1986 as a full-service registered investment advisor.

They deliver support and to independent advisors through a customized RIA platform. Great Valley Advisor Group does not have a direct affiliation with any investment company so advisors are afforded the flexibility to build a financial plan that focuses on the goals of the client.  Great Valley Advisor Group provides an RIA solution to advisors who choose to provide fee-only advice to their clients.  Their solution was built by advisors who seek comprehensive operational support, along with multiple affiliation options.  Their ongoing compliance services allows Genesis to consider them an extension of our firm, focused on one thing, compliance.  With over a combined 50 years of independent and wire house experience, Great Valley Advisor Group has an extensive background in the regulatory space.  Behind their team of registered staff, Great Valley has built a sustainable platform that their advisors leverage for all their compliance needs.  Great Valley Advisor Group helps Genesis Wealth Management Solutions feel confident that we have a dedicated team of professionals focused on ensuring continuous and proactive monitoring of our business.


Charles Schwab is the leading custodian for Independent Registered Investment Advisors. Schwab Institutional provides Genesis Wealth Management Solutions and our clients with access to is institutional brokerage, including trading, custody, reporting, and related services, many of which are not typically available to Schwab retail customers.

In addition, Schwab makes available dedicated support services to help manage and administer client accounts, as well as help us grow.  We recommend our client use Schwab a registered broker-dealer, member SIPC, as the qualified custodian for all accounts managed by Genesis.  Schwab and Schwab Bank (member FDIC) holds client assets in a brokerage account titled in the clients name and buys and sells securities when Genesis instructs them to do so.

Schwab is committed to protecting your assets and maintaining security measures that are designed to keep personal information safe. At the end of the day, it’s all about trust. To give our clients peace-of-mind, they provide “The Schwab Security Guarantee” which states, “Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity.” To learn more about Schwab’s security measures and ways you can protect your identity please visit our website.

Learn more about Schwab’s security measures and ways you can protect your identity. 

Click here to get more information on Schwab and how your accounts are protected.