Genesis Wealth Advisor Group, LLC, founded by Scott E. Jones, provides comprehensive wealth management and estate planning services designed to support individuals, families, and business owners in securing financial stability across multiple generations. The firm offers a strategic approach to financial planning that emphasizes long-term growth, asset protection, and retirement income generation while aligning clients’ financial plans with their values and lifestyle goals.
With over 20 years of experience, Genesis Wealth Advisor Group focuses on delivering independent, fiduciary-based advice. This ensures clients receive recommendations that prioritize their best interests throughout every stage of financial planning. The firm’s philosophy is rooted in behavioral finance principles, integrating clients’ core values into their financial decisions to reduce stress and improve outcomes.
Founder and Financial Advisor Scott E. Jones brings a distinguished background to the firm. He holds several professional designations including the Behavioral Financial Advisor certification from Kaplan University and Think2Perform®, the Chartered Retirement Planning designation from the College for Financial Planning, and the Registered Financial Consultant credential. His recognition includes being named a NABCAP Premier Advisor by The Philadelphia Business Journal and receiving the Philadelphia Magazine 5 Star Wealth Manager Award multiple times.
“We begin by identifying each client’s ideal self through a values-based alignment model,” said Jones. “This approach helps clients align their real-life financial decisions with their personal values, which research shows can lead to greater satisfaction and less financial stress.” The firm’s emphasis on behavioral finance sets it apart from many competitors who primarily focus on market-driven investment strategies.
Genesis Wealth Advisor Group offers a full suite of retirement and financial planning services including retirement accumulation and income planning, asset management, 401(k) investment advice for individual participants, and management of company-sponsored retirement plans such as SEP IRAs and SIMPLE IRAs. Additional services include planning for incapacity, disability, long-term care, and retirement income tax optimization.
A particular strength of the firm is its ability to provide professional management and advice tailored to 401(k) participants, an area where many advisors are limited in their service offerings. This capability reflects the firm’s commitment to comprehensive and personalized financial planning.
As an independent advisor, Genesis Wealth Advisor Group applies the fiduciary standard consistently, ensuring clients’ well-being and security remain paramount. The firm builds long-term relationships based on transparency and open communication, providing clients with confidence that their financial plans are customized to their unique circumstances and risk tolerance.
The firm’s website and social media channels serve as resources for clients and prospects seeking additional information about services and financial insights. Genesis Wealth Advisor Group’s tagline, “Your financial success story starts here,” encapsulates its dedication to helping clients achieve sustainable financial security.
For more information, visit Genesis Wealth Advisor Group, or connect with the firm on Facebook, LinkedIn Firm, and LinkedIn Scott E. Jones.
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