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Fee-Only Advisors Active Managers Comprehensive Financial Planning

Delivering Comprehensive Financial Solutions Through:

Valuable Experience

When you choose our firm, you benefit from obtaining comprehensive advice from a team of highly-qualified professionals with backgrounds in accounting, financial planning, and portfolio management. We have guided clients and managed investment portfolios through some of the most challenging times in U.S. history. As a team, we have more than 100 years of combined asset management experience.

Independence & Objectivity

As an SEC registered investment advisory firm, we deliver objective, unbiased recommendations to our clients. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. We represent our clients and their interests, rather than any specific company. We work for you.

A Personal Profile, A Balanced Portfolio

Every investor’s profile is unique. Geneva Partners works with each client to develop a portfolio that is tailored to them, using a combination of stocks, bonds, exchange-traded funds, and cash to meet their various, personal needs.

If you are looking to partner with an experienced team who is fully dedicated to the growth and preservation of your wealth, we welcome you to contact us to get the conversation started.

Helpful Content

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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