Mark Byelich, CFP<sup>&reg;</sup> - Financial Advisor

Mark Byelich, CFP®

Attleboro Wealth Management

1051 Lindenhurst Road
Yardley, PA 19067
FINANCIAL ADVISOR'S WEBSITE
(215) 310-9440 CONNECT WITH Mark
  • facebook link
  • twitter link
  • linkedin link

General

Mark Byelich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Attleboro Wealth Management in Yardley, PA and the surrounding communities.

Financial Advisor Overview

Attleboro Wealth Management is a boutique financial planning firm in Bucks County Pennsylvania that offers comprehensive financial planning and investment management for our clients. Our 8-week financial planning process has the added focus on tax efficient or tax-free distribution strategies and unique investment strategies that help our clients manage investment risk designed to help “eliminate the worry and enjoy the rewards”. Mark Byelich and his team of professionals serve clients in Pennsylvania, New Jersey and around the country. Our mission statement is simple: “Deliver a quality process, do what is best for the client, and always, always look to improve.”

More

Financial Advisor Experience

Mark and his team focus on private wealth management for individuals and institutions. Always striving to offer Independent, Objective and Unbiased advice, Mark’s clients know that the advice, platforms and services offered have the client’s best interests at heart; and only the client’s goals in mind. Mark is a Certified Financial Planner™ practitioner and also holds the Certified Divorce Financial Analyst® and Accredited Investment Fiduciary® designations. Mark is a member of Ed Slott’s Master Elite Advisor Group, this exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA, NJ, NY, AZ, MD, SC, FL
  • Health/disability insurance: PA, NJ, NY, AZ, MD, SC, FL
  • Fixed annuities: PA, NJ, NY, AZ, MD, SC, FL
  • Variable annuities: PA, NJ, NY, AZ, MD, SC, FL

Broker-Dealer Disclaimer

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Attleboro Wealth Management. Investor Disclosures

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources