Our Firm

As a Certified Financial Planner, Mark Vernick acts as your partner for financial security, helping you create and protect wealth for the years ahead. He offers strategies to help fulfill your dreams. Mark's financial planning relies on long-term, managed money strategies- wise alternatives to day trading and the risks of speculation.  A fee based approach using stocks, bonds ETFs, mutual funds and other assets is often used for managing your investable assets.  Cash management, risk management, investment planning, retirement planning, tax planning and estate planning are all areas important to a sound financial plan. A comprehensive approach allows Mark to view how your financial plan works as a whole. Even Multi-generational planning is offered.