Meet Paul Jervey, CFP®
Founder & Lead Financial Planner
Guiding Families to the Financial Promised Land
The seeds of Paul Jervey’s calling were planted early—sitting beside his grandfather, a pastor, during meetings with a financial advisor. From learning how to write checks and balance a budget to understanding the principles of stewardship and discipline, Paul’s passion for finances was born not in a classroom, but in the everyday moments that shape lives. These formative experiences instilled in him a lifelong mission: to help others manage money with purpose, wisdom, and faith.
Today, as the Founder and Lead Financial Planner of Jervey Genesis Solutions (JGS), Paul brings more than 19 years of experience, vision, and heart to every client relationship. His firm offers Financial Solutions for Every Season of Life, and Paul lives that mission by walking closely with clients through each stage—from building a foundation to leaving a legacy.
With deep expertise in wealth management, investment strategy, retirement and estate planning, tax diversification, and business growth, Paul is not only a planner—he is a trusted guide. His approach is rooted in biblical wisdom, practical strategy, and relentless commitment, empowering clients to transform their relationship with money and step confidently into their financial future.
Paul earned his degree in Management and Finance from Delaware State University and began his financial career in 2007 with New York Life Insurance Company. He joined Diamond State Financial Group in 2009, then moved to Edward Jones in 2012. In 2018, Paul made the courageous decision to launch Jervey Genesis Solutions, affiliating with Great Valley Advisor Group. In a remarkable demonstration of loyalty and trust, nearly every client followed him—so much so that Edward Jones issued a formal letter notifying them of his departure. He became a CERTIFIED FINANCIAL PLANNER™ in March 2019, reinforcing his commitment to excellence and fiduciary care.
Paul’s purpose is clear: to serve motivated individuals who are ready to take control of their financial future. Through one-on-one advising, course creation (www.pauljervey.com), and mentoring aspiring advisors, he seeks to multiply his impact and help others experience true financial freedom—“Financial Stewardship Done Right.”
Faith and family remain Paul’s greatest sources of inspiration. He shares life’s journey with his beloved wife Nikkita, their three amazing children—Eriana, Victoria, and Isaac. Whether he’s working out, studying the Bible, traveling with his family, watching world wrestling entertainment, watching a movie with his family, or developing new ways to serve his community, Paul leads with love, integrity, and the belief that God has called him to liberate others from financial bondage and help them build a future filled with peace, purpose, and prosperity.