Assisting Individuals, Families & Business Owners in Creating, Safeguarding & Transferring Wealth Genesis Wealth Advisor Group, LLC is an independent fiduciary financial advisor located in Marlton, New Jersey, catering to clients in South Jersey, Greater Philadelphia, and throughout NJ, PA, DE, NY, VA, FL, NC, KY, TX, AK, and CA. Many individuals reach out to us while looking for a local financial advisor, retirement planner, or wealth management firm, seeking a fiduciary who prioritizes their interests. We offer thorough financial planning and wealth management services for individuals, families, and business owners who aspire to retire confidently and leave a lasting legacy. Our areas of expertise include planning for multiple generations, strategies for retirement income, and tax-efficient wealth transfer. As fiduciary advisors, we customize our recommendations based on your objectives, risk tolerance, and cash flow to ensure your plan remains relevant. Our offerings encompass retirement accumulation and income strategies, investment and asset management, guidance on 401(k) plans (including rollovers), company retirement plans (401(k), SEP IRA, SIMPLE IRA), preparations for incapacity, disability, and long-term care, retirement income tax strategies, Social Security optimization, and comprehensive financial planning. If you’re searching for a fiduciary financial advisor in Marlton, Mount Laurel, Cherry Hill, or the wider South Jersey and Greater Philadelphia region—or if you prefer virtual services from another state—Genesis Wealth Advisor Group can be your trusted partner for retirement planning, wealth management, and multi-generational strategies.