Broker Check
Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast
Agent Photo

Comprehensive Wealth & Retirement Planning Services in Mount Laurel, NJ and Dunedin, FL

Serving The Financial Planning Needs of New Jersey,
Greater Philadelphia, PA 
& Greater Tampa Bay, FL Communities  

Philadelphia PA Financial Planners


Genesis Wealth Advisor Group, LLC offers multi-generational wealth management and estate planning services.  We help individuals and hard working families to create a far-reaching financial plan.  One that works not just for your lifetime, but also future generations.


Cohesive Team of Wealth Managers & Financial Planners

As a leading Mount Laurel, New Jersey & Dunedin, Florida based financial services firm, our mission is to help you grow and preserve wealth, protect assets, generate income and align your financial plan with your values and lifestyle goals.


Integrity & Confidentiality

As financial advisors with an indepenent business model, we provide unbiased recommendations & solutions to our clients without the pressure to sell proprietary products.  Your best interests always come first. 

Primary Retirement & Financial Planning Services:
  • Retirement accumulation & income planning
  • Asset management, investment strategies & cash flow considerations during retirement
  • 401(k) investment guidance, including company-sponsored plans
  • Planning for incapacity, disability & long-term care
  • Retirement income tax impact analysis
  • Social Security income maximization planning


Meet Founder & Financial Advisor Scott Jones, a Registered Financial Consultant (RFC®) and Chartered Retirement Planning Counselor (CRPC®) and our team.

Mount Laurel NJ Financial Planning
Plan today, for the security and freedom you desire for tomorrow and for your future generations. 


Contact us for a complimentary and confidential financial planning & wealth management consultation.  Experience our dedication to helping individuals and families: spend, save, invest and plan comprehensively.

 

 

RFCChartered Retirement Planning Counselor



Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow