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Genesis Wealth Advisor Group, LLC

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Phone

856 2833959

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Service Number

n/a

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Fax Number

856 2833974

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Last Updated On

May 28, 2026, 12:23:31 AM

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525 New Jersey 73

08053MarltonNew Jersey

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Listing ID

47396074

About Genesis Wealth Advisor Group, LLC

Independent financial advisor in Marlton, NJ, helping individuals, families, and business owners across South Jersey, the Greater Philadelphia area and beyond with personalized wealth management, retirement planning, and investment strategies. We focus on 401(k) rollovers, IRAs, retirement income planning, and tax‑efficient investing. Consultations are by appointment only at our Marlton office or virtually to provide focused, confidential guidance tailored to your goals. Check our website for licensing and full disclosures.

Keywords

financial advisorinvestment planningretirement planningcollege savings planswealth managementretirement savingsIRA accountsRoth IRAtax planningestate planningfinancial consultingportfolio managementinvestment advisorfiduciary advisorsaving for collegefinancial goalsfinancial strategiesfinancial advisor Marlton NJretirement planner Burlington Countyfee-based fiduciary South Jersey

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Opening Hours

Monday

9:00 AM - 5:00 PM

Tuesday

9:00 AM - 6:00 PM

Wednesday

9:00 AM - 5:00 PM

Thursday

9:00 AM - 6:00 PM

Friday

9:00 AM - 12:00 PM

Saturday

Closed

Sunday

Closed

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