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Genesis Financial Consulting is a division of GDI Consulting USA Inc. Founded in 1991 by Gregory Smith, a management consultant with over 20 years experience gained in working with clients on four continents, Genesis Financial has grown rapidly to become a pioneer in Legacy Planning.

The Genesis team is comprised of global professionals whose aim is to assist clientele in successfully integrating their wealth management plans with their values and objectives….thus creating their Legacy.

With offices in London, Johannesburg, Sydney and Denver – each independently owned and operated – Genesis has the capability to support even the most sophisticated needs, whether they are individuals, corporate, or not-for-profit organizations.

In today’s rapidly changing and complex environment, our clients have found that it is no longer sufficient to rely solely upon calculated risks when managing and creating their assets and wealth. Rather, Genesis and its strategic partners assist clients in forming long-term solutions to critical issues affecting their Legacy.

Genesis is founded upon the values of:

INTEGRITY… we subscribe to the ethical approach of doing business.
UNITY… we believe in working together in a client-centered fashion.
IMPACT… we strive to make a difference.

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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