• risefinancial partnership banner

Our Partnerships

We understand the importance of building long-term relationships, not only with our clients but also with key partners in the financial services industry. These valued partnerships and strategic alliances, formed over many years, are an integral part of helping us deliver a broad array of services and solutions to help meet your investing needs.

Our primary partnership is with our broker/dealer, Geneos Wealth Management, Inc.

About Geneos

Geneos Wealth Management is a national independent broker/dealer serving financial advisors and their clients. With over $2 billion in assets under management, Geneos provides a broad range of services, including portfolio management, technology solutions and back-office advisory support for financial advisors throughout the country.

Geneos was founded in 2002 when co-founders Russ and George Diachok called upon a select group of industry veterans to join them in creating a new breed of independent broker-dealer. Today, the firm caters to over 10,000 clients, with over 300 employees serving all 50 states.

Experience, professionalism, and friendliness permeate the Geneos culture and are no doubt the number one reason why the firm has received three Broker-Dealer of the Year awards in their short history.

Our Strategic Partners

In addition, Rise Financial has developed formal partnerships with the following firms:

Pinnacle Insurance & Financial Services

Pinnacle provides comprehensive protection and income planning services to help you meet all of your insurance needs.

pinnacle

New Resource Bank

New Resource Bank advances sustainability by using banking to promote environmental protection, health and wellness, community empowerment and sustainable commerce.

New Resource Bank

TriLinc Global

TriLinc provides impact investing solutions for generating competitive returns while also producing positive, measurable economic, social and/or environmental impact.

TriLinc Global
New Resource Bank

New Resource Bank

New Resource Bank advances sustainability by using banking to promote environmental protection, health & wellness, community empowerment and sustainable commerce.

TriLinc Global

TriLinc Global

TriLinc provides impact investing solutions for generating competitive returns while also producing positive, measurable economic, social and/or environmental impact.

Contact Us

If you’re interested in getting a second opinion on your finances, Rise Financial is here to provide a complimentary consultation to review your current financial situation, where you want to go, and the best way to get there.