Veteran Wealth Strategist / “Personal CFO” Mark Fried Featured On AP NewsRoom

Mark Fried was recently featured in AP NewsRoom and other major online media outlets, including Reuters, MarketWatch and many others.

Newtown, PA – July 28, 2015 – A feature story about Mark Fried was recently seen on AP NewsRoom as well as the other major online publications such Yahoo!Finance NY Business Journal, Reuters, MarketWatch, among many others.

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.

Fried’s influence as an expert wealth strategist extends beyond his direct dealing with his clients as well. He has been featured and/or quoted in local, national and digital newspapers, including USA Today, Philadelphia Inquirer and The Fiscal Times. He has shared financial advice on numerous TV and radio segments on Fox Business News, the “Financial Tips” segment of PHL17 and NBC News Money Matters.

Fried launched his firm with a simple two-fold mission: 1) Education, or making sure that clients know how to make smart and appropriate financial decisions and understand the strategies he creates for them and how they’re progressing; and 2) Showing them in great detail how the financial system works to help them achieve their personal and financial goals. His goal has long been to help middle class families and clients who have from $250,000 to $5 million in investable assets. 

Many wealth strategists attempt to use clever terms to help with their branding, but when Fried says he uses an innovative approach called “Maximum Planning” to get clients to and through their retirement, he backs it up with powerful educational tools, painstaking detail and fresh methods and technology that most financial professionals don’t consider or have access to. In a nutshell, he defines “Maximum Planning” as “getting the most out of your money, getting as much out of your investment account and into your pocket.”

With a special interest for 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 also certified to teach continuing law education (CLE) courses for attorneys and CPE courses for accountants. As a financial educator, Mark holds regular educational seminars for pre-retirees and retirees on timely wealth management issues.

Mark’s community involvement includes serving as a member of the Lower Makefield Planning Commission and Newtown Rotary Club. 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.

The full text of the feature story about Mark Fried:

Learn more about Mark Fried here



Kasey Kalchert