Genesis Advisors, LLC

Michael Mathioudakis is a financial advisor with Genesis Advisors, LLC in Fishers, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He is the sole owner and Managing Member of Genesis ESOP Advisors, LLC, which provides employee stock ownership plan trustee services. Additionally, he operates as an independent insurance agent. Genesis Advisors LLC offers investment management, financial planning, and employer-sponsored plan consulting to a diverse client base, including high-net-worth individuals and institutional entities. The firm employs a passive investment approach using index mutual funds and ETFs, supported by fundamental analysis, and manages approximately $121 million in assets.

Bradley Graber is a CFP® professional with 21 years of experience in financial advising. He has been with Genesis Advisors, LLC since 2009. In addition to his advisory role, he works as an independent insurance agent. Genesis Advisors provides investment management, financial planning, and employer-sponsored plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $121 million in assets and typically employs a passive investment approach using index mutual funds and ETFs, combined with fundamental analysis.

Julian Strickland is a CFP® professional with one year of experience at Genesis Advisors, LLC. Prior to joining Genesis Advisors, he worked at Wacker Wealth Partners and has served as a firefighter and emergency medical technician with the Indianapolis Fire Department since 2023. Genesis Advisors, LLC provides investment management, financial planning, and employer-sponsored plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a passive investment approach using index mutual funds and ETFs, coupled with fundamental analysis, and manages approximately $121 million in assets for about 124 clients.

Adam Zoeller is a financial advisor at Genesis Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Genesis Advisors in 2023, he worked at Brad Graber and spent several years with DC Painting, LLC. Outside of his advisory role, Zoeller serves as a Pastoral Assistant at Castleview Church, where he designs curriculum and leads activities for teens. Genesis Advisors, LLC provides investment management, financial planning, and employer-sponsored plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm typically employs a passive investment approach using index funds and ETFs, combined with fundamental analysis, and manages both discretionary and non-discretionary assets.