Work with GenXFinancial
GenXFinancial is the parent company for Innovative Innovative Financial Group, MyRemoteFA, and SellMyFinancialPractice. Each business is focused on helping support the independent financial advisor deliver fiduciary planning and advice to clients. Through these businesses GenXFinancial is helping create the roadmap for how financial firms are built and advice is delivered to clients.
Innovative Financial Group
IFG supports a national network of independent advisors and is focused on providing an advisor centric platform that allows these financial advisors to run their businesses more efficiently, serve their clients more effectively, and scale their businesses more profitably.
MyRemoteFA
Is a virtual advisory team providing planning financial planning and wealth management to clients remotely across the country. The concept was founded in 2017 and federally trademarked in 2020, has resonated so much with clients and advisors by bringing real meaningful change to the delivery of financial advice.
The business model led by Certified Financial Planners combines interactive technology along with a national network of independent advisors with a personal touch, that some other remote advice models are lacking.
SellMyFinancialPractice
We launched SellMyFinancialPractice to fill a gap we felt was missing in the financial advisory space; a straightforward continuity and succession planning platform for individual advisors who are at or approaching retirement.
Our mission is to help financial advisors execute on how to value, protect, maximize, and realize the value of their business.