About Jervey Genesis Solutions

Who We Are
Jervey Genesis Solutions is a Financial Stewardship and Wealth Coordination firm helping successful Christians manage, grow, and preserve their wealth guided by the Word of God.

We serve individuals and families who want greater clarity, coordination, and intentionality across their financial lives, while also providing a trusted platform for financial advisors who want to grow, transition, or exit their practices.

What We Do
For our clients, we serve two primary needs.

Through Financial Stewardship, we help uncover financial leaks that may be limiting progress and build a system designed to redirect those resources more intentionally.

Through Wealth Coordination, we identify gaps between investments, taxes, retirement, insurance, estate planning, cash flow, business interests, and other financial decisions that may not be working together as effectively as they could.

In both cases, our goal is to help clients move forward with greater clarity, confidence, and obedience while stewarding what God has entrusted to them.

For advisors, we provide the infrastructure, resources, technology, and support needed to grow, scale, transition, or exit their practices while maintaining a high standard of client care.

How We Do It
We begin by understanding the client’s complete financial life—their goals, priorities, resources, responsibilities, and concerns.

From there, we identify whether the primary opportunity is a financial stewardship issue, a wealth coordination issue, or a combination of both. We then develop a strategy designed to address those needs and bring the different areas of the client’s financial life into greater alignment.

For clients who desire a biblical approach, our recommendations are guided by principles found in the Word of God, helping them make financial decisions that reflect both sound financial wisdom and faithful stewardship.

For advisors, we provide back-office support, technology, investment infrastructure, business-development resources, and succession solutions designed to help them serve clients well and build enduring practices.

Our commitment to you

Organization

We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).

Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters. We do this by being available to consult with you at key moments of decision making, doing the research necessary to confirm you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Accountability

We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Education

We will explore the specific knowledge required to succeed in your situation. This is done by thoroughly understanding your situation, and then providing the necessary ideas and resources to facilitate your decision, followed by explaining the options and risks associated with each choice.

Productivity

We work with you to anticipate your life transitions and to be financially prepared for them. We accomplish this by consistent assessment and then creating a plan of action necessary to address and manage these life transitions ahead of time.

Partnership

We will work collaboratively with you and not just for you, in an effort to help you achieve the best financial life possible. We do this by taking the time to clearly understand your background, philosophy, needs, and objectives, while offering transparency around our own cost and compensation.

Financial Solutions For Every Season Of Life

At Genesis we believe it’s what we do after we plant the seed that matters and more importantly why we are planting the seed.

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