Genex Consulting STL Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Genex Consulting STL operates in the financial services sector from Kirkwood, Missouri, as a small- to mid-sized firm. It emphasizes independence, entrepreneurship, and a family-first, boutique culture, offering holistic wealth planning and consulting to a carefully selected client base. The firm aims to deliver a unique client experience—the Genex Way—by slowing down, listening, and aligning actions with client goals, while solving problems and sourcing outside expertise when needed. 

Its advisory and financial planning services are provided through Summit Financial, LLC, a SEC-Registered Investment Adviser doing business as Genex Consulting, with securities offered by Private Client Services, a FINRA/SIPC member; Summit and PCS are unaffiliated entities. The organization plans to grow its footprint and add new advisors, with the expectation that clients will benefit from the Genex Way; it signals openness to conversations with prospective advisors and clients.

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