GenXFinancial's MyRemoteFA® Expands Services and Team, Launches Private Client Division
GenXFinancial's subsidiary, MyRemoteFA®, a leading provider of remote financial advisory services, today announced the expansion of their services and team and the launch of a new Private Client division. This division delivers personalized financial planning, estate planning, and wealth management strategies to high-net-worth individuals and families.
"Today's clients are comfortable working remotely and value having a dedicated professional to guide their financial plans," said Brian Heapps, Co-Founder and CEO of GenXFinancial.
The expansion includes the hiring of two new team members and the addition of ongoing financial planning services and OnDemand educational resources, complementing the high-net-worth wealth management services provided by the newly launched Private Client Division.
"MyRemoteFA® has grown revenues by 25% year over year and now oversees $375 million in assets(as of 8/31/23)," said Alex Petrovich, CFP®, Head of MyRemoteFA®. "We're excited to extend our remote service model to our new Private Client division, providing dedicated, personalized service and creating tailored wealth management solutions."
Sean Bove, CFP®, head of the new division, added, "Our ongoing remote financial planning model, including estate planning, allows us to work with clients and update their plans in real-time. This combined approach truly defines what it means to deliver 'Financial Advice on Your Terms.'"
In addition to serving its clients, MyRemoteFA® also acts as a continuity partner for most Innovative Financial Group® (IFG)'s national network of advisors, providing assurance in the event of death or disability.
The GenXFinancial Family of Companies, includes MyRemoteFA®, Innovative Financial Group®, and SellMyFinancialPractice, provides comprehensive solutions for advisors and clients committed to shaping the future of financial advising.
The GenXFinancial Family of Companies is helping create the roadmap for how financial firms are built and advice is delivered to clients. Under the leadership of Brian Heapps, The GenXFinancial Family of Companies includes: MyRemoteFA®, Innovative Financial Group®, and SellMyFinancialPractice. Providing comprehensive solutions for advisors and clients. Committed to building the future of financial advising by providing advisors with the tools and resources they need to succeed in this ever-changing industry.
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