Financial Advisors in Newtown, PA
Contact
Phone: 866.296.8156
Location
538 Durham Rd.
Unit F
Newtown, PA 18940
Financial Services Offered in Newtown, PA
At Merit Financial Advisors in Newtown, PA, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Mark Fried
Wealth Manager, Partner
Mark Fried
CRPC
Wealth Manager, Partner
For more than 20 years, Mark has been helping individuals and families accumulate and preserve wealth for retirement. During that time, he has been responsible for the management of more than $500 million in assets.
Mark is an Investment Advisor Representative licensed in life and health insurance. He was previously a member of the Ed Slott Elite IRA Advisory Group™, led by nationally acclaimed IRA expert Ed Slott. He has a blog on Phillyburbs, contributes to Morningstar.com and Forbes.com, and is the Financial Editor and Columnist for Local Living Magazine. Mark holds a Master’s degree from the University of Pennsylvania and a Bachelor’s degree from Columbia University.
Mark is best known for his ability to “make sense” of finance and clarify the “big financial picture” for his clients and the community in easy-to-understand terms. Throughout his twenty-plus-year career, Mark has been part of the ever-changing financial services industry and has made it his mission to educate area residents on external influences that can have a significant impact on their personal financial strategies.
With a special interest in veterans’ affairs, Mark has become an Accredited Veteran Service Officer of the Department of Veterans Affairs (VSO). Through this accreditation, he assists the veterans of Pennsylvania and their families with the qualification and application process for government financial assistance programs. Continuing his mission to educate area residents, he is certified to teach continuing law education (CLE) courses for attorneys and CPE courses for accountants. As a financial educator, Mark holds regular educational seminars on timely wealth management issues for pre-retirees and retirees.
Mark’s community involvement includes serving as a Lower Makefield Planning Commission and Newtown Rotary Club member. He also participated in a 100-mile charity bike ride, with all proceeds going to the LIVEStrong Foundation in support of the global fight against cancer. As a result of his charitable work and professional excellence, Mark was named “Man of the Year” in 2009 by the Federation of Jewish Men’s Clubs. He is also a member of the Lower Bucks County Chamber of Commerce.
Mark has been married to his wife for nearly twenty years, and they have two children together. In his free time, he enjoys cycling, golf and traveling.
Mark Fried is solely an investment advisor representative of Merit Financial Advisors, and not affiliated with LPL Financial.
Lisa Odoski
Branch Operations Manager, Relationship Manager
Lisa Odoski
FRC, FPQP
Branch Operations Manager, Relationship Manager
Lisa Odoski, FPQP (Financial Paraplanner Qualified Professional), has dynamically represented financial services. A true supporter of financial protection for women and an inspiration for women's leadership in business, Lisa brings over 20 years of experience to the table.
She is an insurance licensed professional who has augmented her expertise by becoming a certified Registered ParaplannerSM through the College for Financial Planning®. In such a rapidly changing and competitive industry, Lisa finds the energy, passion and creativity to stay ahead. Her goal is to build and retain trust with clients by following two core values: Independence and Integrity.
Lisa sets standards high in customer service and advocates for women's financial planning needs. She is dedicated to helping women protect and preserve their lifestyle by developing life plans that promote physical, emotional and financial well-being. She has created programs and events like Lunch and Learns with professional travel agents, Wine Tastings with guest speakers from around the country, and client appreciation dinners.
Recently, Lisa has decided to pursue writing professional articles. With her clients' support, she shares her personal experiences from a woman's perspective. She also shares experiences at financial services conferences which prove the need for her women's program in the business world. Lisa was identified by #FemalesAndFinance as a leader to feature as encouragement to the business world.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.