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Attleboro Wealth Management

Our Team

At Attleboro Wealth Management, our mission is simple: Deliver a quality process, do what is best for the client, and always, always look to improve. Our professional team is dedicated to fulfilling each client’s needs, with an added focus on tax-efficient or tax-free distribution strategies. Learn more about the faces behind our friendly, personalized service.

Mark Byelich, CFP®, AIF®

Mark Byelich, CFP®, AIF®

Principal

Mark is the founder and owner of Attleboro Wealth Management. Mark is the youngest of his 12 brothers and sisters and learned the values of hard work…

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Jessica Fee

Jessica Fee

Office Manager

Clients have said that Jessica brings a highly personal touch to their financial world. Clients have also complimented Jessica’s efficiency and attention to detail…

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Emily Wheeler

Emily Wheeler

Senior Financial Planner
Department Lead

Emily Wheeler is a Senior Financial Planning Associate at Attleboro Wealth Management. She helps handle all stages of the insurance and…

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Elena Knipe

Administrative Assistant

Elena helps keep our numbers straight. She helps with bookkeeping and making certain everything balances at the end of the month. Elena has 30 years of experience in the…

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Natalie Byelich

Natalie (Tasha) Byelich

Administrative Assistant

Natalie helps with administrative tasks of the staff and is primarily responsible for client appreciation and recognition. Natalie has been married to Mark since 1995…

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Himiko Cooper

Himiko Cooper

Administrative Assistant

Himiko is a Finance Administrative Assistant at Attleboro Wealth Management. She assists with application preparation and managing of client information…

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Scott Betin

Scott Bettin, CFA®

Investment Committee Member

Scott brings 40 years of investment management experience to the Cornerstone Portfolio Research team.  Scott has a BS in Business Administration and an MBA from the University of South Dakota….

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Arthur-Balis-7-1024x683

Arthur D. Balis, APMA®

Investment Committee Member

Arthur brings 10+ years of financial services experience to the team, including experience with both retail and institutional clients. He’s done extensive work in economics and credit analysis.

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Tom Balis

Thomas L. Balis, CFA®

Investment Committee Member

Thomas L. Balis founded Cornerstone Portfolio Research in 2020. With 20+ years of experience in the investment and financial services industry, investment management is truly his passion. Helping advisors… 

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Heather Schrieber

Heather Schrieber, RICP®, NSSA®

Social Security Strategist

Heather is a leading expert in navigating the complex issues regarding Social Security and brings her expertise to the team at Attleboro Wealth Management and their clients.

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Strategic Partners

Elize POZ Advisor Group
Financial Independence Group
Cornerstone Portfolio Research
Elize POZ Advisor Group
Financial Independence Group
Cornerstone Portfolio Research
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If you are not yet a client and you think our services may be the right match for your needs, use the button below to schedule a call. We would be delighted to answer your questions and share more about our comprehensive services.

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Mark Byelich has been nominated and has won several awards. Mark Byelich did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Copyright ©2024 Attleboro Wealth Management

Attleboro Wealth Management
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Copyright ©2024 Attleboro Wealth Management

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.