SOURCE: Geneos Wealth Management

Geneos Wealth Management

December 03, 2009 15:43 ET

Warren Financial Group Joins Geneos Wealth Management

Leading Kansas City Planner Leaves Royal Alliance for Elite Colorado Firm

DENVER, CO--(Marketwire - December 3, 2009) - Geneos Wealth Management, Inc., a Denver-based broker/dealer serving some of the investment industry's most elite financial advisors, today announced that Kansas City financial advisor Warren Financial Group has joined the firm.

Warren Financial Group is led by James E. Warren, Jr., CFP®, an independent financial planner since 1982. With offices in downtown Kansas City and Overland Park, and more planned for the metro area, Warren and his staff of planners and money managers work with investors who have an average of $1 million to $5 million in assets. Many of Warren's clients are Baby Boomers nearing retirement.

"We're thrilled to welcome a true industry leader like Jim Warren to Geneos Wealth Management," said Geneos President and CEO Russ Diachok. "We've created something unique in the industry here at Geneos -- a boutique environment where personal relationships, flexibility in service, and advisor ownership are the top priorities -- and professionals like Mr. Warren are liking what they find."

Warren is the former Chairman of the Royal Alliance National Advisory Board, which represents that firm's 2,000 member independent advisory network. Following a significant due diligence process to determine the best platform for his operation, he made the decision earlier this year to move his team to Geneos.

"We knew we wanted to partner with a firm that shares our focus on financial planning and client service, and we spent a lot of time and energy researching our options," said Warren. "We found that Geneos Wealth Management, with its unique corporate culture and robust state-of-the-art technology platform, was a perfect fit for our approach to business."

Warren, a Vietnam veteran who served in the Marine Corps during a difficult time, uses those lessons to help military veterans and their families find their way home. His past community work includes serving on the Advisory Board of the Business College at University of Central Missouri, Warrensburg, Missouri; Chairman of the Advisory Board for the Department of Financial Planning at the University of Missouri - Columbia; Chairman of the Kansas City Chapter of the Fellowship of Christian Athletes; Chairman of the Endowment Development Advisory Board for the YMCA of Greater Kansas City; and Chairman of the Board of Trustees for the Marine Military Academy in Harlingen, Texas.

Geneos has become a preferred destination for financial advisors seeking to establish their own brand and enhance their own independent practices. In the past year, the firm has seen a significant rise in the number of seasoned industry veterans like Warren looking for a boutique-like setting that supports access to product, tools, or technology.

"With new rules and other regulatory changes coming down the pike in 2010, we wanted a competent and flexible partner to help us stay ahead of changing times," said Warren. "Geneos Wealth Management provides just the sort of platform and industry experience that will enable us to seize the day for our clients, their portfolios, and their future success."

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

About Warren Financial Group, Inc.

Jim Warren has owned an independent financial planning firm since 1982. He earned the professional Certified Financial Planner (CFP™) designation from the College for Financial Planning in Denver, Colorado. He is the President and Chief Executive Officer of Warren Financial Group, Inc., a financial planning and registered investment advisory firm. (