Mark J. Katelhon

Mark combines nearly 20 years of financial and investment counseling experience with a deep caring and understanding of his clients’ needs. A lifelong resident of the Philadelphia area he holds a Masters of Business Administration in Finance and Marketing from Inter American University. Previously, Mark has worked for the internationally recognized firms of Morgan Stanley and Mellon Bank Financial Services. He has been a past director of the Philadelphia Chapter of the American Marketing Association and a participant in both the Institute of Management Consultants and the Mid-Atlantic Consultants Network.

Mr. Katelhon’s financial services practice consists of over 1,000 client doctors, attorneys, CPA’S and business owners, many of whom have been with us for over twenty years. He is delighted to be able to serve such a diverse group of people; it truly has been a rewarding experience. In fact, most of our new business comes by way of referrals from our existing clients. Moreover, we pride ourselves in offering personal service and have unparalleled resources that can make the difference in helping you reach your financial objectives.

Mark's vision is to help his clients achieve their financial goals and realize their dreams. He understands that securing your family's future is extremely important and is committed to helping you achieve that aspiration.  As your trusted advisor, he seeks to enhance the quality of your life by bringing you clarity in your financial life.