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Accounting Firm

Genesis Wealth Advisor Group, LLC

Mount Laurel financial planning firm offering retirement, wealth and estate planning to families and business owners

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About Genesis Wealth Advisor Group, LLC

Genesis Wealth Advisor Group, LLC is a financial planning practice in Mount Laurel, New Jersey. It advises individuals, business owners and families across New Jersey and the Philadelphia area on retirement, investments and plans designed to carry wealth across generations.

What Genesis Wealth Advisor Group, LLC offers

  • Retirement planning: building savings for retirement, then planning income, cash flow and tax impact once it begins.
  • Wealth and estate planning: multi-generational wealth management and estate planning.
  • Workplace plans: advice on company-sponsored schemes such as 401(k), SEP IRA and SIMPLE IRA plans, including guidance for individual 401(k) participants.
  • Protection planning: preparing for incapacity, disability and long-term care.
  • Social Security planning: working out how and when to draw Social Security income.

Customers and markets

The firm serves individuals, business owners and working families in New Jersey and the wider Philadelphia region.

Key facts

  • Based in: Mount Laurel, New Jersey
  • Founder: Scott Jones, a Registered Financial Consultant and Chartered Retirement Planning Counselor
  • Experience: Advisers serving local communities for over 15 years
  • Standard: Applies the fiduciary standard to its advice

Profile written by TrustList from the business's own published information, Sep 2026.

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