Business Details
33 Years
experience
Your Trusted Financial Partner in Braintree, MA
Since 1993, Genesis Wealth Advisors has been dedicated to helping individuals and families achieve financial security through personalized wealth management solutions. Our approach prioritizes understanding clients' values, dreams, and long-term objectives before designing tailored financial plans. With a focus on retirement planning, college savings, estate strategies, and investment advisory services, we combine personalized attention with institutional-grade resources.Our team of certified professionals brings decades of combined experience in addressing complex financial challenges while maintaining a client-first philosophy. We emphasize transparency, education, and ongoing support to help clients navigate market volatility and life transitions. By integrating personal vision with strategic financial planning, we empower clients to build lasting legacies aligned with their aspirations.
Services
Wealth Management
Retirement Planning
College Savings
Estate Planning
Investment Advising
Elder Care Planning
Business Planning
Details
- Year established: 1993
Highlights and features
- We offer personalized financial planning focused on individual client values and life goals
- Our team includes CFP professionals with decades of combined industry experience
- We integrate comprehensive wealth management with institutional-grade investment resources
- Our client-centered approach emphasizes transparency and ongoing financial education
- We maintain strategic partnerships with major custodians like Fidelity and Schwab
Services
Wealth Management
Our wealth management services create customized strategies that align with personal values and life goals. We help clients navigate financial decisions across all life stages, from young professionals to retirees. By combining comprehensive planning with ongoing portfolio management, we ensure financial strategies evolve with changing needs while maintaining focus on long-term objectives.
Retirement Planning
Specialized retirement planning services help clients envision and achieve their ideal retirement lifestyle. We develop strategies for income generation, tax optimization, and asset protection while preparing for potential challenges like market volatility and healthcare costs. Our approach ensures financial security throughout retirement years through continuous monitoring and adjustments.
College Savings
College savings planning addresses rising education costs through strategic investment approaches. We help families create disciplined savings plans while considering financial aid implications and tax advantages. Our solutions balance college funding goals with other financial priorities to ensure comprehensive wealth preservation.
Estate Planning
Estate planning services focus on asset protection and legacy creation. We help clients establish trusts, develop succession strategies, and coordinate with legal professionals to ensure wealth transfer aligns with personal wishes. Our approach balances current financial needs with long-term legacy goals while addressing tax efficiency.
Investment Advising
Investment advisory services provide customized portfolio strategies based on individual risk tolerance and financial goals. We employ dynamic portfolio management techniques to navigate market cycles while maintaining diversification. Our approach combines institutional-grade resources with personalized attention to help clients achieve long-term investment success.
People
Paul Stone
CEO
Certified Financial Planner with over two decades of experience specializing in estate planning, business planning, and insurance review. Graduated from Bridgewater State College with business management degree focused on marketing.
Dan Duval
President and Chief Compliance Officer
Responsible for trading, operations, and compliance since 2009. Provides comprehensive wealth management solutions with environmental science degree from University of Massachusetts Amherst.
Nick de Peyster
Chief Investment Officer
Chief Investment Officer since 2011 directing overall investment strategy. Manages portfolio management approach to align with client financial objectives and market conditions.
Paul Duval
Founder
Founder with over 30 years of experience in financial services. Served as president from 1993-2025, establishing firm's client-centered philosophy and strategic direction.
Adrian Baldeon
Wealth Manager
Wealth manager specializing in comprehensive financial strategies for families and individuals. Focuses on helping clients make informed decisions aligned with their financial goals and values.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, college savings, estate planning, investment advisory, elder care planning, and business succession strategies tailored to individual needs.
How does your planning process work?
Our process begins by understanding client values and life goals before creating customized financial plans. We integrate investment management with ongoing planning adjustments to match evolving needs.
What experience do your advisors have?
Our team includes CFP professionals with decades of combined experience, holding degrees from institutions like Bridgewater State College and University of Massachusetts Amherst.
Which areas do you serve?
We primarily serve clients in Braintree, Boston, and surrounding Massachusetts communities including Avon, Canton, Dedham, Easton, Foxboro, and Sharon.
