G5 Financial Group Joins Geneos Wealth Management


DENVER, CO--(Marketwire - November 20, 2008) - Geneos Wealth Management, Inc., a Denver-based broker/dealer serving the investment industry's most elite financial advisors, today announced that Colorado financial advisor G5 Financial Group has joined the firm.

With offices in Centennial, Colorado Springs, Erie, Fort Collins, Greenwood Village and Lakewood, G5 Financial Group manages approximately $580 million for clients up and down Colorado's Front Range.

"Geneos has become a perfect destination for some of the investment community's most elite advisors, and we are delighted to welcome G5 Financial to the firm," said Geneos President and CEO Russ Diachok. "By creating a boutique environment where personal relationships, flexibility in service, and advisor ownership are the top priorities, we can be uniquely selective in the type of financial advisors we recruit."

G5 Financial provides a range of services to clients, from fee-based financial advice to financial planning services for individuals. G5 also offers several retirement plan options, including profit sharing and pension funds and 401 (k) plans for companies as well as 403 (b) plans for school districts and not-for-profits. The 25-person firm includes nine Certified Financial Planners and two CPAs on staff, and gives financial guidance and solutions to meet client needs.

"We wanted to partner with a firm that shares our values of providing the highest caliber of advice and service to our clients," said G5 Partner Lowell Adrian. "Geneos' open-architecture philosophy, coupled with its robust state-of-the-art technology platform, will enable us to focus on our clients, their portfolios, and growing our practice."

With turmoil on Wall Street, Geneos has become a destination for financial advisors who are leaving failing banks and insurance companies and seeking to establish their own brand and their own independent practices. In recent weeks, Geneos has successfully attracted veteran financial advisors from independent investment advisory firms and some of the more prestigious brokerage firms.

"With advisors like G5 Financial, we are helping to reshape the industry for elite independent financial advisors," said Ryan Diachok, Vice President Marketing and Business Development for Geneos.

About Geneos Wealth Management

Geneos is a leading broker/dealer headquartered in Denver, CO, providing financial and estate-planning services through a select network of registered representatives. The firm's 260 high-quality advisors around the nation represent $7 billion in client assets under management. Geneos advisors offer a complete array of wealth management products, including mutual funds, alternative investment options, fixed and variable annuities, and life insurance company products. For more information, visit http://www.geneoswealth.com.

Contact Information: For more information, please contact: Ryan Diachok Geneos Wealth Management (303) 875 8470 Morrison Shafroth Communications Strategy Group (720) 470-3653