Mario Yngerto AGT

At Genesis Wealth Management, Inc., we are dedicated to providing exceptional advisory services to individuals, families, and business owners in the Greater Miami, Coral Gables, Ft. Lauderdale, and West Palm Beach area. Our team, led by Mario Yngerto and John W. Shea, is committed to helping you achieve your financial goals through personalized, conflict-free, and fee-only relationships. We believe that every client deserves a deep and meaningful advisory experience that spans generations.

Investment Approach

Our investment principles are grounded in decades of empirically-validated academic research and the science of capital markets. We focus on investment planning and customized financial planning, ensuring that your investments are systematically aligned with your financial objectives. Our process begins with an extensive analysis of your current financial circumstances, goals, concerns, priorities, and risk profile.

Investment Philosophy

At Genesis Wealth Management, Inc., we understand that capital markets work. We believe that individuals are best served when they have access to institutional asset class funds, which were once only available to large institutional investors. We offer a range of investment options that cater to different asset classes, allowing you to invest like an institutional investor.

What We Do

Our services include investment planning, customized financial planning, and access to institutional asset class funds. We also provide resources and educational materials for medical professionals and individuals seeking to improve their financial literacy. Our goal is to empower you with the knowledge and tools necessary to achieve financial freedom.

About DFA

We partner with Dimensional Fund Advisors (DFA), a renowned investment management firm that shares our commitment to evidence-based investing. DFA's funds are designed to offer investors access to the same investment strategies used by institutional investors, allowing you to benefit from institutional quality at a lower cost.

Putting Financial Science to Work

By combining our expertise in financial planning with DFA's investment strategies, we aim to help you achieve your financial objectives efficiently and effectively. Our team is dedicated to putting financial science to work for you, ensuring that your investments are aligned with your goals and risk tolerance.