NetworkยทFamily Office
๐ OOLTEWAH, TN
SEC CRD #801-134325
Need Financial Advice? We Can Help. | Genesis Investment Advisors Skip to content Invest With a Purpose Are you looking for a Christ-centered financial services firm that shares your values? We educate and help our clients develop financial strategies with their faith and values at the core. Learn how we can help Our Mission We believe investing should be about a lot more than simply making money. We believe God has called us to help people invest with a purpose. Our mission is to: Use the Bible as our Compass to help those we serve make wise decisions with their investments and resources. Help those we serve understand the principles of good stewardship Educate those we serve about investing in companies we believe make a positive impact in the world. Give generously as a firm to ministries and nonprofits we believe are making a difference in our community and beyond. Meet Genesis Investments We Can Help You Take Control of YOUR FUTURE Your financial goals are unique to you. Your financial strategies should be, too. The primary areas we help with include: Plan for Retirement Live in Retirement Biblically Responsible Investing Prepare for the Unexpected Live on Purpose to Give with a Purpose Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers Asset Protection Strategies Life Insurance Tax-Efficient Strategies Long-Term Care Strategies IRA Legacy Planning Why Genesis? Call today, schedule an appointment or attend one of our events to dig d
JAMES HUNTER DEES
MANAGING MEMBER, PRESIDENT, FOUNDER
๐ (423) 290-2619
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AUM
$113M
Location
OOLTEWAH, TN
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