Our Approach

One Team, One Goal

With our group’s unique centric method of providing financial advice, we feel we can better guide you on your financial expedition.

The G5 Financial Group’s premise is simple, yet rare: combine many minds, years of experience, wisdom, talent and skill in order to be more effective at solving your unique issues and better meet your needs. The G5 approach provides you with multiple viewpoints and wide-ranging skills to assist you as you traverse life’s obstacles and challenges. Our goal is to guide you down a path that ultimately leads you safely to your destination. You know the old adage, “two heads are better than one?” Well, at G5 Financial Group we believe in the power of many. You can enjoy excellent one-on-one attention and advice from your personal advisor and, when appropriate, benefit from the many skilled and experienced guides within G5 that are available to collaboratively help you develop sound financial strategies and solutions.

When you choose to work with a member of the G5 Financial Group, you can be confident you will be headed in the right direction on your journey. Over half of our team members are Certified Financial Planners and several are Certified Public Accountants. In addition, many G5 members specialize in one or more financial planning areas such as: Elder and Intergenerational Planning, Asset Management and Estate Planning. This gives us the unique capability to collaborate on a plan with your best interest in mind.

As your financial guide, our commitment is to keep an eye on the many challenges and risks to your financial well being that arise while you are on your journey. We stand by; always ready to provide sound financial advice and solutions. Now, while you are thinking about it, is the best time to talk with a G5 Financial member about devising an efficient, effective strategy for your financial journey.

5 Reasons to Choose a G5 Financial Advisor

  • Experience
  • Integrity
  • Collaborative Environment
  • Multi-disciplinary Expertise
  • Continuity of Financial Advice

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
Investment advisory services also offered through: Adrian & Associates, Inc.; Financial Design & Management, Inc.;
G5 Financial Group RIA, LLC; Irongate Financial Services, Inc.; and Robert D. Thompson, Inc.

 

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