About Us

 

• Do you want to feel more confident about the financial decisions you make?
• Would you rest easier knowing that you are doing everything possible to achieve financial independence?
• Do you want to have more time and freedom for the things you enjoy?

 

 

Our Team

 

Genesis Wealth Advisors is a team of Financial Advisors, located in Bethlehem, Pennsylvania. The Genesis Wealth Advisors team includes Founder FA Joshua A. Smith, CFP® Debra S. Herrlinger, FA Esther F. Miller-Smith, and FA Kyle D. Miller,with more than 40 years of combined experience in Finance, Insurance, and the Business Industries.

Genesis Insurance Advisors and Genesis Wealth Advisors was originally founded in 2010, by Joshua Smith, George Smith, and Helen Smith. The agencies were registered with Nationwide Mutual Insurance Co and Nationwide Securities LLC. George and Helen Smith have since retired as of late 2012. In September 2014, Genesis Wealth Advisors and Joshua Smith registered with Lincoln Investment and Capital Analysts, Registered Investment Advisers. Securities are now offered through Lincoln Investment Broker/Dealer, Member FINRA/SIPC.  Genesis Wealth Advisors and the above firms are independent and not affiliated.

The Genesis Wealth Advisors logo features a Joshua Tree, which symbolizes leadership, strength, perseverance, and stability during rigorous environments. Presented in the background is a sunrise, which references our group motto: "For a New Beginning." A New Beginning shows the dedication and commitment to helping our clients as they navigate the path towards their many life goals.

The advisors at Genesis Wealth Advisors are dedicated to helping you build wealth, knowledge, and confidence in your financial success through trusted personal service and individualized solutions. They can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

 

 

Our Commitment

 

Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that Genesis Wealth Advisors truly cares about making your dreams a reality. Our Financial Advisors will do everything in their power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

 

Genesis Wealth Advisors offers services focused on individual needs. We believe that all of our clients should have a financial plan and investment portfolio individually tailored to address their specific life, business and investment goals.  Our Financial Advisors adhere to fiduciary standards by putting the clients' interests and goals first. Genesis Wealth Advisors provides personal services based on the needs of each unique client by working non-traditional hours and visiting clients at their homes and places of work.

 

If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You’re wondering if you will ever achieve your goals. Where will the money come from to fund your children’s education or your retirement? How can you be assured that you’ll have the assets available to do what you want?

 

 

You can Enjoy your Financial Goals .

• When you visualize financial independence, what do you see?
• More opportunities for travel?
• Working only part time?
• Volunteering for a cause you care for deeply?

 

The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right assistance, you can put them together successfully.

 

 

Genesis Wealth Advisors can Help.

 

What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it’s a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don’t fit together?

 

 

What Makes Us Different?

 

The Financial Advisors at Genesis Wealth Advisors will focus on your goals and work with all areas of your financial life planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more-to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, they work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

 

 

Would you Worry Less and be Happier Receiving Objective Investment Advice?

 

Our team at Genesis Wealth Advisors is focused on the belief that education and understanding of your current financial situation is vital to successfully making decisions concerning your future financial condition. 

 

 

At Genesis Wealth Advisors, we help people, like you grow, manage, and protect the wealth you worked so hard to accumulate.

 

 

To learn more about the Genesis Wealth Advisors team of Financial Advisors and the services we provide, contact us to schedule an appointment today.