Where families become legacies

There is a moment when the work stops being theoretical. For Scott Jones, Founder of Genesis Wealth Advisor Group, that moment came when his father was hurt — and no one was there to guide the family through what came next. Everything that Genesis Wealth Advisor Group is built on traces back to that experience — not as a marketing story, but as the real reason this firm exists.

Scott’s father, Harry, was a United States Army veteran and an owner-operator — a self-employed trucker who built his livelihood on his own terms. He was in a serious accident shortly after Scott graduated college. Because he was an independent contractor, not an employee, there was no employer disability coverage to catch him. It is a gap that affects more than 16 million self-employed Americans — people who have built their livelihoods on their own terms, outside the employer-sponsored benefits most workers take for granted, and rarely think about until the moment they need them.¹ The family waited five and a half years for Social Security to approve his disability claim. Scott watched his parents navigate all of it. He watched them navigate something no one had prepared them for — decisions no family should have to make without guidance. That experience did not leave him.

It is why he became a financial advisor.

In the months before Harry passed away in May 2026, Scott got to tell him directly what that experience had set in motion — and what had come from it. Harry didn’t push back. For a man whose way of loving his family was through acts of service rather than words, that was its own kind of blessing.

That is where this all starts.

“I didn’t become a financial advisor because I love the math. I became one because I watched my parents face decisions no one had prepared them for — and I couldn’t stop thinking about how different it could have been. That is the work. That has always been the work.”
— Scott Jones, Founder, Genesis Wealth Advisor Group

Genesis means beginning — the act of creation. Every family and every business owner has a financial story that started somewhere. Some of those stories started well. Many did not. The mission of this firm is to be part of where that story turns.

“I don’t want you to manage my wealth — I want you to help me create wealth I don’t have today.”
— Client of Genesis Wealth Advisor Group

The name also reflects something more personal. Scott’s Christian faith shapes how this firm operates — relationships first, service before self, doing the right thing even when no one is watching. Genesis is not just a business name. It is a statement of intent.

In 2016, the firm rebranded from Jones and Associates Wealth Management to Genesis Wealth Advisor Group — a deliberate decision to let the name reflect what the work had always been about.

According to the Federal Reserve’s Survey of Consumer Finances, between 70% and 80% of American families receive no inheritance at all.² In a country with this much opportunity, that number tells a story — and for the Members and Families who share the belief that it does not have to stay that way, closing that gap is part of what this firm is here to do.

It is rarely a lack of opportunity that holds families back. More often, it is a lack of understanding that even a relatively modest amount passed down can change the trajectory of the generations that follow. A few snowflakes become a snowball. A snowball, given time and direction, becomes the foundation of something much larger. That is what multi-generational planning looks like in practice — and it begins with a single, intentional decision to start.

Not everyone we serve is focused on building generational wealth — and that is equally valid. Genesis is not here to project values onto the people it serves. It is here to understand them. Through open conversation and a genuine effort to learn what matters most to each Member and Family, the planning that follows reflects their priorities, their beliefs, and their definition of what a life well-built looks like.

The logo’s starburst carries more than one meaning. The first is the Big Bang — creation, beginning, the origin of everything. The second is the Star of Nazareth, a reflection of Scott’s faith. The third is the North Star — used for centuries by sailors to navigate the open sea, through calm and through storm. These are not in conflict. They are part of the same conviction: that something meaningful can come from a single point of origin, and that a fixed point of light — the right one — can guide you through whatever the water brings.

The colors were chosen with the same care. Navy for trust and stability. Green for growth and calm — perceptual psychology bears this out; green is why studios place guests in a green room before a live interview. Teal sits at the intersection of green and blue — transition and learning, neither one thing nor the other, but the movement between them. White for purity. The green-to-teal gradient is not decorative. It traces the arc of a life: from creation and beginning, through the journey of growth and learning, to the legacy that remains.

Nothing here was accidental.

The word “client” turns a relationship into a transaction. That is not how this firm operates.

The people Genesis serves are called Members or Families. Singles, individuals, divorcees, and business entities are Members. Married couples and multi-generational households are Families. This is not a semantic distinction — it reflects how the work is actually structured: coordinated around who you are and how you live, not around an account number.

When you become part of Genesis Wealth Advisor Group, you are not opening an account. You are entering a planning relationship that is designed to last, to adapt, and to treat you as a whole person with a story that matters.

Scott holds the BFA^™ — the Behavioral Financial Advisor designation, one of the first of its kind in the industry. The BFA^™ training is built around one core truth: financial decisions are not purely mathematical. They are emotional, personal, and shaped by experience. Understanding what a plan should say is only part of the work. Understanding how the people behind the plan will actually behave — that is where good planning earns its place.

This matters in every season of the financial journey. It matters most in retirement.

Genesis Wealth Advisor Group, LLC is an independent fiduciary financial planning firm. It is not a large wirehouse. It is not a bank. It is not a franchise. It is a firm built around one advisor’s conviction that the people he serves deserve coordinated, personal, relationship-centered planning — delivered with honesty, grounded in values, and structured around their lives.

The home office is located at Five Greentree Centre, 525 Route 73 North, Suite 104, Marlton, NJ 08053. The work reaches well beyond it.

Scott E. Jones BFA^™ CPFA^® CRPC^® RFC^®
Founder & Financial Advisor | Marlton, NJ

Scott founded Genesis Wealth Advisor Group on the conviction that families and business owners deserve coordinated, relationship-centered planning. His full background is detailed throughout this page.

Steve Donnelly
Affiliated Advisor | Select Financial Services, LLC | Manahawkin, NJ

Steve is the owner of Select Financial Services, LLC and brings more than 40 years of experience in the financial services industry, having started in September 1985. He works with clients who take a slow, steady approach to investing, retirement planning, and wealth accumulation — a philosophy that reflects both patience and discipline. His practice is centered in Manahawkin, NJ, with clients across multiple states. Scott and Steve met in 2012 while both affiliated with Investors Capital Corp and have been close colleagues — and friends — ever since. Steve became an affiliated advisor of Genesis Wealth Advisor Group in 2025.

¹ Bureau of Labor Statistics, Current Population Survey. Total self-employment reached 16.77 million in 2025. Source: https://www.bls.gov/cps/

² Congressional Budget Office, “Trends in the Distribution of Family Wealth, 1989 to 2022,” October 2024. In 2022, only 17–28% of families reported ever receiving an inheritance. Source: https://www.cbo.gov/publication/60807

³ DALBAR, “Quantitative Analysis of Investor Behavior,” 2025 (covering 2024 calendar year results). Source: https://www.dalbar.com/press-release/investors-missed-the-best-of-2024s-market-gains-latest-dalbar-investor-behavior-report-finds/

Date Updated: May 17, 2026