Genesis Wealth Advisor Group

At Genesis Wealth Advisor Group, LLC, we are dedicated to helping individuals, business owners, and hardworking families achieve financial stability and security. Our team of experienced financial professionals provides comprehensive wealth and retirement planning services tailored to meet the unique needs and goals of our clients. With over 15 years of experience serving the Mount Laurel, NJ, and Greater Philadelphia, PA communities, we have built a reputation for providing personalized, confidential, and unbiased financial advice.

Our Mission

Our mission is to help our clients grow and preserve wealth, protect assets, generate income, and align their financial plan with their values and lifestyle goals. We believe in building long-term relationships based on trust, integrity, and open communication. Our advisors are committed to providing recommendations and solutions that are in the best interest of our clients, always putting their needs first.

Our Services

We offer a wide range of financial planning services, including:

• Retirement accumulation and income planning
• Asset management strategies and investment strategies
• Cash flow considerations during retirement
• 401(k) investment advice and management for individual participants
• Company-sponsored retirement plans such as 401(k), SEP IRA's, and SIMPLE IRA's
• Planning for incapacity, disability, and long-term care
• Retirement income tax impact analysis
• Social Security income maximization planning
• Comprehensive wealth and financial planning

Our Team

Our team of financial professionals is led by Scott Jones, a Registered Financial Consultant (RFC) and Chartered Retirement Planning Counselor (CRPC). With years of experience and a deep understanding of the financial industry, our team is dedicated to providing personalized advice and guidance to help our clients achieve their financial goals.

Why Choose Us

At Genesis Wealth Advisor Group, LLC, we are committed to providing unbiased and confidential financial advice. We believe in building long-term relationships based on trust and integrity, and we are dedicated to helping our clients achieve financial stability and security. Our advisors have the expertise and knowledge to provide personalized advice and guidance tailored to meet the unique needs and goals of our clients.