Mark is a goals-based financial advisor with a focus on wealth management as it relates to retirement planning. He studied marketing and finance at Bloomsburg University and proceeded to established his business working with public school employees and grew to provide investment planning services on the mainline. In his 10-year career with Kades-Margolis, Mark created a unique approach to investment planning based on his belief clients deserve a comprehensive plan, non-proprietary investments solutions, and an advisor held to the highest ethical standard. When Mark is not traveling the world, he enjoys exploring his hometown of Wayne on bike with his wife Nicole and daughter Dorothy by his side.
Kades-Margolis does not offer proprietary investments; therefore, Mark avoids any conflict of interest when deliberating an investment proposal. Mark uses fee-based managed accounts, mutual funds, and separately managed accounts for investors seeking to participate in the capital markets. In addition, Mark is licensed to offer long-term health insurance, life insurance, annuities, college savings account and small business retirement plans.
Contact by Phone
(800) 433-1828, ext. 147