At Jervey Genesis Solutions, we believe that delivering world-class financial stewardship requires collaboration with industry-leading partners. That’s why we strategically align with some of the most respected firms in investment management, technology, insurance, and operations. Through our relationships with trusted partners like Charles Schwab, Orion Advisor Technology, Coastal Insurance Consulting, and Great Valley Advisor Group, we provide our clients with cutting-edge tools, robust custodial services, comprehensive planning resources, and back-office support. These partnerships allow us to focus on what matters most helping our clients achieve their financial goals with clarity, confidence, and excellence.

As your Advisor, Jervey Genesis Solutions will not hold your assets. We have chosen the firm Charles Schwab as our primary custodian, one of the largest and most trusted repositories for financial assets in the custody business today.  In 2018, Schwab was selected as one of the Fortune Top 50 “World’s Most Admired Companies.”  They are responsible for more than $10.10 Trillion in client assets. The firm has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the industry’s strongest financial firms and why we chose it to safeguard your assets. In short, it has one, and only one, business: to serve as a safe custodian for your funds.  We have relationships with Fidelity and LPL Financial as well.

Founded in 1999, Orion Advisor Services provides the integrated and fully customizable technology solutions that Advisors deploy to manage their businesses more efficiently. Eclipse, Orion’s next generation trading and rebalancing platform, enables Advisors to trade and rebalance portfolios specific to their needs, increasing Advisors’ ability to offer tax efficient portfolios at scale, improving trade desk efficiency and streamlining business processes. Orion’s technology solutions empower more than 1,500 firms representing more than $650 billion in client assets.

At JGS, we use Orion Trade Desk to powerfully and precisely manage investment portfolios across our client base. Every portfolio is personally built and overseen by Paul Jervey, CFP®, who determines which stocks, mutual funds, index funds, and ETFs are used—based on his proprietary investment philosophy, market analysis, and financial objectives. He also decides when and how those holdings are added or removed to reflect evolving strategies.

Through Orion Trade Desk, we automate rebalancing, execute block trades, and ensure every account stays aligned with its assigned model. Beyond execution, we integrate advanced techniques like asset location strategies, custom indexing, ESG integration, and tax-efficient portfolio management to enhance after-tax returns and align investments with client values. This system allows us to provide high-level portfolio customization and operational excellence with speed, accuracy, and scalability.

Their vision is to improve the lives of others through life insurance solutions, and by providing leading insurance opportunities through products, marketing, underwriting and case management support for financial professionals.

In 2022, CIC partnered with Simplicity Financial Group to expand our offering of leading products, services and support. This partnership allows us to continue our vision to help others in grow their businesses and help clients prepare and protect their lives and legacies.

About GVA
Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms. Period.

Who They Are
Founded in 2014, Great Valley Advisors (GVA) is a technology-driven, full-service Registered Investment Advisor (RIA). GVA’s team of industry veterans supports independent financial advisors so that they can successfully develop long-term relationships with their clients.

How They Do It
Great Valley Advisor Group partners with industry-leading technology providers to empower independent advisors focused on growth. Our platform delivers best-in-class operational tools and back-office solutions — giving advisors the resources they need to run more efficient and scalable businesses.

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Exonomics is our foundational financial education platform designed for individuals and families who are just getting started, struggling with budgeting, or simply not ready to work with a financial advisor. Rooted in practical guidance and biblical stewardship principles, Exonomics helps you build a strong financial foundation with step-by-step training on money management, debt elimination, saving, investing, and legacy planning.

Whether you're recovering from past mistakes or taking your first steps toward financial freedom, Exonomics offers the clarity, tools, and support you need to take control of your money with confidence and purpose.

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