Unbiased Financial &
Retirement Planning Services
Genesis Wealth Advisor Group, LLC is an independently managed financial and retirement planning firm with offices in Mount Laurel, New Jersey and downtown Dunedin, Florida. Our clients live and work throughout the Greater Philadelphia,Cherry Hill, NJ, Clearwater and Greater Tampa Bay, FL communities and beyond.
We are an independently owned financial services company with the freedom to do what’s best for you. There is a plethora of financial services in the marketplace; however, only a few will meet your unique circumstances. Our independence enables us to make objective recommendations and to find financial product and service combinations that may fit your needs.
Successful professionals, hardworking families and small business owners rely on our comprehensive asset management, estate and retirement planning services to help build strong financial futures and achieve lifetime goals.
Building Customized Financial Plans
As financial planners, we consider all aspects of your life when developing your financial plan. Our financial planning approach encompasses a thorough understanding of your obligations and goals. No two financial plans are the same, it's inherently understood that you are unique.
Receive Concise & Simplified Explanations that
Help You Make Educated Financial Decisions
Your Goals Are Our Goals
Whether you're looking to buy a home, fund a private education, start a business, care for an aging family member or save for retirement, our #1 OBJECTIVE is to help you achieve your goals and make your dreams a reality. Our methodology is underscored by integrity and objectivity.
Established & Inclusive Team Approach
Our team consists of longstanding relationships with experienced estate and tax professionals. Our combined knowledge and integrated approach help you build a comprehensive financial plan, specifically, helping to ensure that your estate wishes are fulfilled and tax obligations are minimized.
Managing Income-Generating Portfolios
A lifelong income-generating portfolio is critical when it comes time to draw upon your savings. Our financial skill set includes helping you to grow and protect the savings needed to sustain the lifestyle you desire throughout your retirement.
We assist you by recommending and managing comprehensive financial solutions that reflect your unique needs, values and retirement dreams. Furthermore, our multi-generational approach helps to align the financial needs of each generation of your growing family.
Provided by Experienced
Everything we do is centered on you, your family and your goals. Possessing a deeply passionate work ethic, our mainstay is to exceed your expectations.
Every individual, family or business owner that comes to us for financial guidance is at a different place in their lives. Therefore, to help you determine the level of financial consulting assistance you may need, we offer all clients three distinct levels of financial services support. What’s more, since needs change, you’re welcome to move from one tier to another at any time.
Like most financial advisors, we charge fees for our financial consulting and asset management services. In fact, we’re quite forward about our fees. Some may even consider us a bit overboard, ensuring during our initial complimentary consultations that you understand the cost of doing business with us.
At Genesis Wealth Advisor Group, we believe that you should know how every penny of your hard-earned money is invested and spent. To demonstrate our belief, each year you’ll receive an annual fee summary outlining exactly what you paid us.
Dedicated to Supporting & Advancing Communities
Supporting the Arts
Art is a powerful vehicle for communication, social commentary, a mirror of reality and often the conveyance of emotions. More than 80 percent of the artwork in our Mount Laurel office is on display by local artists and art galleries. We are firm believers in supporting the arts.
To show our support for the artist community in the areas we service, we proudly display works that have been created right here in our backyard "gallery style" in our New Jersey office. All local art is available for purchase directly through the artist or gallery and contact information is tagged for each piece.
The artwork is rotated regularly to allow for multiple artist exposure. Many clients arrive early for meetings to see what has changed since their last visit. If you’re an artist or gallery owner, or would like to view the art, please contact us to schedule an appointment.
WELCOMING NEW CLIENTS
If you’re seeking experienced financial guidance to help grow your personal or business assets and protect the well-being of your family, please contact us for a complimentary consultation. We welcome the opportunity to help you create a comprehensive financial plan that helps you achieve your lifetime goals, and leave a legacy to those you cherish most.