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What happens when top benefit entrepreneurs in the country team up?

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Partnering with Genesys Benefit Advisors provides you with exclusive access to resources typically unavailable to smaller entrepreneurial firms.
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Our Vision

Genesys Benefit Advisors will enable the independent benefit firm to grow, prosper and, if so desired, remain independent.

  • Genesys Benefit Advisors will establish itself as the premier community of independent benefit firms in North America.
  • As an organization, Genesys Benefit Advisors will provide the necessary tools and resources for the independent benefit firms to compete on any playing field.
  • Genesys Benefit Advisors will help independent benefit firms to maximize their own internal enterprise value.
  • Genesys Benefit Advisors will work with firms to perpetuate internally if that is the desired outcome.

Our Values

  • Relationships: We place a high value on relationships between the individuals involved in our enterprise. As partners, we work together to make each other better.
  • Transparency: We will strive at all times to be transparent and open about operations.
  • Independence: We value independence and want to work to help firms remain independent if they so choose.
  • Entrepreneurship: We value the entrepreneurial spirit that creates value for clients, staff, and the world around us through innovation and determination.
  • Community: We are a community of like-minded entrepreneurial benefit firms. We encourage both open sharing of ideas and best practices.
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Remarkable Resources

  • Comprehensive Communication Support
  • Generational Transition Assistance
  • Strong Carrier Relationships
  • Expert Legal Services
  • Cutting-edge Technology Solutions
  • Compliance Tools for Peace of Mind
  • Marketing Support Services

Interested to learn more?

At Genesys Benefit Advisors, we equip you with the resources and network that rival the capabilities of large national firms.
We seek the best and brightest Benefit Entrepreneurs in the country.

Join Us

Genesys Benefit Advisors will enable the independent benefit firm to grow, prosper and, if so desired, remain independent.