Your Financial Picture Deserves More Than 30 Minutes

Most financial consultations are a 30-minute sales call. Ours isn't.

We set aside a full 90 minutes to sit down with you — no rushing, no surface-level conversation. We want to understand where you are, where you're headed, and what's standing in the way. Whether you're just starting to build a plan, approaching a major transition, or looking for a second opinion on the advice you've already received, this conversation is a place to think clearly.

No cost. No obligation. Just a thorough, honest conversation.

"Most people come into a first meeting expecting to be sold something. We'd rather spend that time understanding your situation. If there's a good fit, the next step becomes obvious."

— Scott Jones, BFA^™ CPFA^® CRPC^® RFC^®, Founder, Genesis Wealth Advisor Group

We work with people at many different points in their financial lives — young professionals building wealth for the first time, business owners managing complexity, families planning for what comes next, and individuals approaching retirement who want to make sure they've thought through everything carefully.

What we've found is that most people don't need products thrown at them before anyone has taken the time to understand their situation. Before we ever talk about recommendations, we need to understand your full picture — what you have, what you're working toward, and how it all fits together. That's what this conversation is designed to do.

If your situation involves coordinating retirement income, taxes, estate planning, and protection planning together — across a family or business — ask us about the Genesis Premier Virtual Family Office™.

Scott Jones BFA™ CPFA® CRPC® RFC®, Founder and Financial Advisor at Genesis Wealth Advisor Group, personally conducts every consultation. As an independent firm, we're not tied to any single company or product line. We shop across multiple carriers and providers to find what fits — not what's convenient for us.

Our consultation follows a clear structure. We start by getting to know you — not just your numbers, but how you think about money, what matters most to you, and what you're hoping to change. From there we walk through your full financial picture using a framework we've developed over years of planning work.

By the end of the 90 minutes, you'll have an honest read on where you stand, what deserves attention, and what a working relationship with us would look like — if it's the right fit.

There is no pressure to make a decision on the spot. If you need time to go home and think it over, we expect that and we encourage it. We don't take on a new client until we've agreed on a direction and you're confident it makes sense for you.

We're located at Five Greentree Centre in Marlton, NJ. If you prefer to meet in person, we'd be glad to welcome you here.

We also work with clients across select states via Zoom. If you're not local, a video meeting works just as well — the conversation is the same either way.

To schedule or ask a question before booking, reach us at (856) 283-3959.

Not quite ready to schedule? Start with our free guide: 7 Common Planning Mistakes — a good overview of the planning gaps we most commonly address in early conversations.

Complete the form below and we'll reach out within one business day to confirm your appointment and answer any questions you have ahead of time.

Date Updated: April 29, 2026