Mark is a Wealth Strategist who uses a different approach, called “Maximum Planning”, to get clients to and through their retirement. His approach has been developed based on years of working with very wealthy families. Mark knows that looking at every facet of a person’s financial world is the key to a successful financial future. He uses methods other financial professionals don’t consider and employs technology they don’t have access to.

An experienced Financial Planner, Retirement Planner and Investment Advisor in Newtown, Bucks County, PA, Mark Fried helps clients throughout the country achieve their financial goals. 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. Over the course of 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.

Mark has been married to his wife for nearly twenty years, and together they have two children. In his free time, he enjoys cycling, golf and traveling.