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Attleboro Wealth Management
Mark Byelich, CFP®, AIF®

Mark Byelich, CFP®, AIF®

Elize POZ Advisor Group
The Benefits of Working with a Member of Ed Slott’s Elite IRA Advisor Group℠

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 and discipline at a young age working in his family’s construction business and at a local dairy farm in Bucks County, PA. Mark always asks his students this question in class “What do you do when you grow up in a family business? You work, that’s what you do”

After high school Mark joined the United States Air Force where he had the opportunity to serve as Security Policeman (now Security Forces) where he began his career in law enforcement. After the Air Force Mark continued in Law Enforcement for another 17 years as the elected Pennsylvania State Constable in Newtown Township, PA. Mark gained great respect through his collaborative efforts with other local police agencies, the District Attorney’s Office and the Court system.

During his time as a constable, Mark developed a passion for investing and financial management. Mark was offered a position as a Financial Advisor at what was then Paine Webber, later to be known as UBS. Mark quickly realized that financial services was to be his lifelong passion. Mark commonly says “I enjoy helping others solve the problem and issues they face, it’s like solving a puzzle, one that you can do over and over again.”

From UBS, Mark went on to Wachovia Securities (now known as Wells Fargo Advisors) before launching his own independent firm with his long-time assistant and right-hand person, Jessica Fee in 2010. Today the firm has grown with several more staff members and clients, but the ethos is the same. “Deliver a quality process, do what is best for the client, and always, always look to improve.”

Mark is passionate about education and professional development in the financial services field. He has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Mark conducts education classes and workshops several times per year for individual investors, attorneys, and other professionals and industry groups.

Mark is also passionate about his own education and growth; he is always striving to be the best financial planner he can be. Mark is a Certified Financial Planner™ practitioner and holds the Accredited Investment Fiduciary® designations. He is also 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. Mark is also a member of The Elite POZ Advisor Group which is a collection of trained professionals that have been vetted by David McKnight, acclaimed author, and financial thought leader. There are a number of requirements that someone needs to have completed before they can enter the group.

Mark is committed to his community where he serves on several boards and service groups. He served on the Council Rock School District Board of Directors for eight years, is a long-time Rotarian and member of the American Legion as well as other community groups. Mark maintains his connection to his Military and Law Enforcement roots by staying actively involved in organizations that support veterans, active duty personnel, and first responders.