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Providing Ways to Grow Your Money and Financial Stability

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Comprehensive Wealth & Retirement Planning Services
Located in Mount Laurel, NJ

Serving The Financial Planning Needs of New Jersey, and the Greater Philadelphia, PA Communities

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

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Wondering if you are on track for your goals?

Wondering if you are on track for your goals?

Access our Free Financial Assessment and see if you are on track for your goals today.  Getting started is easy.  Just follow the guided process to enter your info.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Cohesive Team of Wealth Managers & Financial Planners

Cohesive Team of Wealth Managers & Financial Planners

As a leading Mount Laurel, New Jersey 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.  Our advisors have been serving our local communities for over 15 years.

Plan today, for the security and freedom you desire for tomorrow and for your future generations. 

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

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Integrity & Confidentiality

Integrity & Confidentiality

As financial advisors with an independent business model, we provide recommendations & solutions to our clients which we feel are in the clients best interest.  Your best interests always come first.  We apply the fiduciary standard to everything we do. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Primary Retirement & Financial Planning Services:

Primary Retirement & Financial Planning Services:

  • Retirement accumulation & income planning
  • Asset management strategies, 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 & long-term care
  • Retirement income tax impact analysis
  • Social Security income maximization planning
  • Comprehensive Wealth & Financial Planning
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Request a FREE financial planning consultation

to learn how we can help you work toward you financial dreams and goals. We help our clients work toward their goals one financial plan at a time. There's nothing cookie cutter about your life or your goals. Your financial plan and investment portfolio shouldn't be either.

Free Consultation

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

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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today

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