Mark Angelo

Mark J. Angelo, CFP®, is the Founder and Principal of Mark J. Angelo Financial Services, where he leverages over three decades of experience as a Registered Investment Advisor to guide clients toward financial stability and long-term prosperity. His firm is dedicated to empowering individuals and families to realize their vision for the future through personalized stewardship, comprehensive financial planning, and strategic advice. Mark’s expertise spans a broad spectrum of financial services, including estate planning, retirement plan consulting, and tax-efficient investment strategies, ensuring clients are well-positioned to navigate life's financial milestones and unexpected challenges.

At the core of Mark’s practice is a solution-based approach to transitional financial planning, which addresses life’s various stages—from retirement and estate transfer to income tax planning and insurance solutions. His proficiency in managing IRAs, Roth IRAs, 401(k) rollovers, and employee benefits allows him to craft tailored retirement strategies that optimize tax advantages and income stability. As an independent advisor affiliated with LPL Financial, Mark maintains all necessary securities and insurance licenses across multiple states, providing clients with access to a wide array of investment products and insurance solutions, including health and life insurance.

Mark J. Angelo’s commitment to fiduciary excellence and client-centric service makes him a trusted partner for those seeking to balance resources, mitigate risks, and build a resilient financial foundation. His deep industry knowledge, combined with a genuine dedication to helping clients achieve financial tranquility, positions him as a leading advisor in the wealth management space, capable of addressing both immediate needs and long-term aspirations with confidence and clarity.