Genesis Financial

What Genesis Financial does

Genesis Financial (operating under the GWSM brand, gwsmfinancial.com) is a private, Dallas-based financial services firm founded around 2017 that provides integrated financial planning, tax, accounting, and business consulting services to high-net-worth individuals, families, and small business owners. Its core differentiator is the "360 Plan," a methodology that coordinates accountants, attorneys, business consultants, and financial planners around a client's household financial structure — analogous to the way Fortune 500 companies organize their finance functions. The firm also operates a structured "Retirement Framework" (Discovery, Strategy, Education, Consultation, 360° Platform) and a Resource Center with webinars and topical educational content.

The underlying technology stack is composed entirely of third-party vendor platforms rather than proprietary systems: MoneyGuide Pro for financial planning, Albridge Wealth Reporting for consolidated portfolio reporting, the Money Concepts Client Vault for document management, and a DonorFirstX-powered charitable giving account. Investment execution and broker-dealer services are routed through Money Concepts Capital Corp (FINRA/SIPC member), enabling Genesis to offer institutional execution without owning that infrastructure. The firm is led by CEO Michael Davis (Berkeley/Northeastern, former TI financial manager and CFL athlete), CFO Antoine Duncan (PwC and RealPage background), and Advisory Council member Matt Lipton (attorney, sole officer/director since 2012).

The business model is fee-based advisory plus professional services: recurring advisory fees on financial planning and investment management, project fees for tax preparation and accounting, and consulting fees for business advisory work. Distribution is sales-led and consultative — a free-consultation CTA anchors the funnel, supplemented by content marketing (Resource Center, Highway to Wealth webinar series), professional referrals, and affiliations with Ethos Education Group, Genesis Sports & Entertainment, and Money Concepts. Services are delivered in-person at the Dallas headquarters (14241 Dallas Parkway Suite 650) and remotely across five states: Arkansas, District of Columbia, Kentucky, Maryland, and Texas. No external investors, parent company, or institutional capital backing is disclosed; ownership appears founder-led.

Name

Genesis Financial

Legal name

Genesis Financial

Website

https://gwsmfinancial.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Genesis Financial is a Dallas-based private advisory firm offering integrated financial planning, tax, accounting, and business consulting through its 360 Plan methodology, serving high-net-worth individuals, families, and small business owners across AR, DC, KY, MD, and TX via a Money Concepts broker-dealer partnership.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Financial planning services
• Retirement planning
• Tax preparation services
• Wealth management advisory
• Business consulting services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning and Advisory Services: Genesis Financial provides comprehensive financial planning services including personal and business financial planning, estate and tax planning, and investment management through partnership with Money Concepts Capital Corp. Revenue is generated through advisory fees, likely a combination of asset-based fees and/or flat fees for financial planning services.
2. Accounting and Tax Services: Accounting and tax consulting services including preparing federal, state, and local income tax returns, developing financial statements, cash flow analysis, and bookkeeping services.
3. Business Consulting: Business consultation services for franchise purchases, non-profit startups, business expansion including business start-up, capitalization, exit strategy, and investor relations.
4. Legal Consultation Referral: Referral network for legal services in real estate, estate planning, trust fund planning, business structure creation, contract evaluation, and trademark concerns.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Genesis Financial is an independent financial advisory firm that delivers integrated personal and business financial planning through its 360 Plan, coordinating accountants, attorneys, business consultants, and financial planners to manage household finances like a Fortune 500 corporate structure. Core services include financial planning, retirement planning, estate and tax planning, investment management via Money Concepts partnership, accounting and tax preparation, business consulting, and legal consultation referrals.

Product overview

Genesis Financial is a comprehensive financial services firm offering an integrated approach to wealth management through its 360 Plan framework. The core offering coordinates financial planning with integrated accounting/tax services, business consulting, and legal consultation. The Retirement Framework provides a structured methodology for retirement planning. Additional offerings include educational resources through the Resource Center and specialized planning tools like the Financial Questionnaire. All services are delivered through partnerships with Money Concepts International for investment products and FINRA-member broker-dealer services.

Differentiator

Problem solved

Functional benefit

Brands

• 360 Plan: An integrated financial planning approach that coordinates accountants, attorneys, business consultants, and financial planners to provide comprehensive wealth management.

Products and services

• The 360 Plan A comprehensive financial planning approach that coordinates accountants, attorneys, business consultants, and financial planners to provide integrated wealth management, mirroring Fortune 500 business structures for household financial management.
• Retirement Framework A five-stage methodology (Discovery, Strategy, Education, Consultation, 360° Platform) designed to help clients understand retirement needs, build wealth, and transfer assets to future generations.
• Financial Planning Services Comprehensive financial planning including personal and business financial planning, estate and insurance planning, tax planning, and independently audited statements and portfolios.
• Accounting and Tax Services Tax preparation and accounting consulting including federal, state, and local income tax returns, financial statement development, cash flow analysis, and bookkeeping services.
• Business Consulting Consultation services covering business start-up, capitalization, process analysis, inventory and operations analysis, exit strategy, quality control, compliance, and investor relations.
• Legal Consultation Legal consultation network providing real estate, estate planning, trust fund planning, business structure creation, contract evaluation, and trademark assistance.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Money ConceptscoreStrategic or Co-development PartnerPartnership with Money Concepts International to provide holistic financial planning and wealth management solutions. Money Concepts delivers non-proprietary investment products, structured and unbiased advice, and integrated strategies. All securities are processed through Money Concepts Capital Corp. Member FINRA/SIPC. Genesis Financial is an independent firm not affiliated with Money Concepts.
• Ethos Education GroupminorOthersListed as an affiliation on the Genesis Financial website. Nature of partnership not explicitly detailed.
• Genesis Sports & EntertainmentminorOthersListed as an affiliation on the Genesis Financial website. Nature of partnership not explicitly detailed - likely affiliated company under common ownership.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S. offering comprehensive financial planning, investment management, and retirement advice for individuals and employer-sponsored plans. Comparable to Genesis Financial as a financial-planning-led advisory serving HNW and mass-affluent households.
• Carson Group: National wealth management firm supporting a network of advisor partners with holistic financial planning, investment, and business consulting solutions. Comparable to Genesis Financial in combining financial planning with business-owner advisory services.
• Fisher Investments: Large global investment advisory firm primarily serving HNW individuals and institutional clients with portfolio management services. Comparable to Genesis Financial's investment advisory service line and HNW client base.
• Mercer Advisors: National RIA providing comprehensive wealth management, tax, estate, and financial planning services to HNW households. Comparable to Genesis Financial in the integrated planning approach and HNW client focus.
• Creative Planning: Large independent RIA providing holistic financial planning, tax, estate, and investment management services to HNW individuals and business owners nationwide. Directly comparable to Genesis Financial's integrated, advisor-led planning model.

Direct peers

• Mariner Wealth Advisors: Independent national wealth advisory firm providing financial planning, investment management, tax, estate, and business-owner advisory. Directly comparable to Genesis Financial's 360 Plan integrated advisory offering.
• Savant Wealth Management: Mid-size independent RIA offering financial planning, investment management, tax, and business advisory services to HNW individuals and families. Comparable to Genesis Financial's integrated service model and HNW/business-owner target segments.
• Ronald Blue Trust: Christian-based financial planning and investment advisory firm serving individuals, families, and business owners with comprehensive wealth, estate, and tax planning. Comparable to Genesis Financial in mission-driven, integrated advisory for HNW clients.

Emerging players

• Empower (formerly Personal Capital): Hybrid digital wealth manager combining technology-driven planning tools with human advisors for HNW and mass-affluent clients. Comparable to Genesis Financial in the integrated financial planning space, with a larger tech-enabled footprint.
• Facet Wealth: Digital-first financial planning firm offering flat-fee advice across investments, taxes, retirement, and estate planning for HNW households. Comparable to Genesis Financial in the integrated planning niche, with a more technology-led delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gwsmfinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Genesis Financial