Contact Genesis Wealth Advisor Group, LLC
Get a custom proposalFinancial Advisors & Wealth Management
Helping Individuals, Families & Business Owners Build, Protect & Transfer Wealth
Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor based in Marlton, New Jersey, serving clients in South Jersey, Greater Philadelphia, and across NJ, PA, DE, NY, VA, FL, NC, KY, TX, AK and CA. People often find us searching for a financial advisor near me, retirement planner, or wealth management firm and want a fiduciary who puts their interests first.
We provide comprehensive financial planning and wealth management for individuals, families and business owners who want to retire with confidence and create a lasting legacy. Our focus includes multi‑generational planning, retirement income strategies, and tax‑efficient wealth transfer. As fiduciary advisors, we tailor advice to your goals, risk tolerance and cash flow so your plan stays aligned with real life.
Our services include retirement accumulation and income planning, investment and asset management, 401(k) advice and management (including rollovers), company retirement plans (401(k), SEP IRA, SIMPLE IRA), planning for incapacity, disability and long‑term care, retirement income tax planning, Social Security optimization, and comprehensive financial planning.
If you are looking for a fiduciary financial advisor in Marlton, Mount Laurel, Cherry Hill or the broader South Jersey and Greater Philadelphia area—or prefer to work virtually from another state—Genesis Wealth Advisor Group can be your long‑term partner for retirement, wealth management and multi‑generational planning.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Evesham, NJ
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Year founded
Founded 2016
1 Locations
- Evesham , NJ
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Our Story
At Genesis Wealth Advisor Group, our Marlton & Manahawkin team combines seasoned financial advisors to deliver retirement income planning, 401(k) solutions, Medicare and insurance, tax-aware asset sales, estate conservation and risk management. Our advisors emphasize personalized retirement planning, institutional expertise, and investments.
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