About

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Genesis Financial Advisory provides finely-tuned and smart financial consulting, analysis, advice and expertise to companies in need of accurate, reliable and actionable guidance and direction. With a niche in the technology space and M&A integration, Genesis has significant experience in crafting and delivering effective financial plans in both the public and private sectors.  

We specialize in:

• Developing, managing and executing a diverse portfolio of accurate and data-driven projects.
• Leading cross-functional initiatives focused on measurable results and high-priority goals.
• Providing analytical and innovative messaging support to executives and managers. 

Beyond all else, Genesis Financial Advisory is dedicated to accuracy, impeccable customer service, and respecting people at all levels. 

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Genesis Financial Advisory LLC was founded by President Meredith Schuler, a collaborative business professional whose work spans from small mom-and-pops to large publicly traded companies. She was controller for an emerging tech company, an accountant for a manufacturing business, and is a Big Five alum and a financial leader for an S&P 500 company. With more than 15 years experience, she holds an MBA in finance and a BA in accounting.