We never forget that our clients are our only employers...

As independent financial advisors, our mission is to provide unbiased advice and unsurpassed service in the areas of investments, risk management, retirement and estate planning.  Because we are independent, we can research and endorse solutions we feel appropriate for our clients without being limited to specific products a parent company might choose to promote on its behalf.  We never forget that our clients are our only employers.

Investors Financial Advisors espouses the same Code of Ethics as Geneos Wealth Management.

Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, Diligence...

Our Code of Ethics is a promise to offer and provide professional services with the highest integrity.  To be objective in providing professional services.  Provide services competently and maintain the necessary knowledge and skill to continue to do so.  Perform professional services in a manner that is fair and reasonable.  Never disclose any confidential information without the specific consent of the client, except and unless in response to proper legal process.  Our conduct shall always reflect credit upon our profession.  We will be diligent in providing professional services in a reasonably prompt and thorough manner.