Understanding that clients want a trusted advisor beside them, someone who has their best interest at heart, is at the core of everything the Fort Washington team does. “My goal is take the worry out of our clients’ financial lives.” Mark takes time to understand each client’s individual goals and risk tolerance, and with the help of his team, designs a portfolio that balances growth, income and asset preservation. Mark is known for being accessible to clients and works closely with their other advisors, including attorneys and accountants, to focus on total wealth management.
Mark and his wife Lynn believe that giving back to the community is a family activity. Over the years their family has supported the American Cancer Society's Relay for Life-participating in the two-day walk as part of a friend's team. This walk includes over 4 million people in 20 countries each year. Mark and Lynn are also regular volunteers at the Philadelphia Ronald McDonald House. Mark also spent a week as a counselor at Ronald McDonald Camp which is a place where kids with cancer, and their siblings, can enjoy just being kids. When not spending time with his family down the shore, Mark enjoys watching sports and playing an occasional game of golf and has recently become a big fan of pickleball. His son Jake is a recent University of Maryland graduate living in Center City Philadelphia and working in logistics for a transportation company. His daughter Allie is a Senior at the University of Delaware majoring in Criminal Justice.