Business Details
Trusted Financial Planning in Yardley, PA
At Attleboro Wealth Management, we are dedicated to providing comprehensive financial planning and investment management services tailored to meet the unique needs of individuals and families. Our team of experienced professionals specializes in tax-efficient retirement strategies, helping clients navigate the complexities of tax law to maximize their retirement income. We prioritize personalized attention, utilizing proprietary approaches to wealth planning that differentiate us from other advisors. Our commitment to fiduciary standards ensures that we always act in our clients' best interests, focusing on long-term financial security. With expertise in zero-tax strategies, investment risk management, and insurance planning, we empower clients to build sustainable income streams while protecting their assets.Our affiliation with leading industry organizations keeps us at the forefront of evolving tax regulations and financial planning innovations. We serve clients across Pennsylvania, New Jersey, and beyond, combining local market knowledge with national expertise. Our mission is to eliminate financial uncertainty by delivering customized solutions that align with each client's goals and values. Through continuous education and transparent communication, we help clients make informed decisions about their financial future. Our dedication to excellence has earned us recognition as a 12-year recipient of the Five Star Wealth Manager Award, underscoring our commitment to superior service.
Services
Financial Planning
Investment Management
Tax-Efficient Strategies
Insurance Planning
Retirement Planning
Estate Conservation
Social Security Optimization
Long-Term Care Planning
Highlights and features
- We operate as fiduciaries, always prioritizing client interests above all else.
- Our proprietary tax-efficient investment strategies protect assets while enabling growth.
- Specialized expertise in zero-tax retirement planning and Social Security optimization.
- Comprehensive insurance planning services with access to top-tier providers.
- 12 consecutive years recognized as Five Star Wealth Manager award recipients.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
- Accredited Investment Fiduciary (AIF)
- Ed Slott's Master Elite Advisor Group
- POZ Elite Advisor Group
- David McKnight's Elite Power of Zero Advisor Group
What people say
Tax-efficient strategies
Personalized attention
Fiduciary commitment
Knowledgeable team
Custom solutions
Services
Tax-Efficient Financial Planning
Our tax-efficient financial planning helps clients minimize retirement tax liabilities through strategic asset allocation and distribution planning. We analyze current tax codes to create customized strategies that maximize after-tax income. This service focuses on transitioning clients to lower tax brackets while maintaining growth potential.
Investment Management
We provide tailored investment management with emphasis on principal protection and growth optimization. Our approach combines account segmentation with scientific asset allocation to balance risk and return. The process includes ongoing monitoring and adjustments to align with changing market conditions and client needs.
Zero-Tax Retirement Strategies
This specialized service focuses on achieving 0% tax bracket status during retirement through strategic savings shifts. Based on David McKnight's Power of Zero methodology, we implement techniques to protect assets from future tax increases while creating sustainable income streams for long-term financial security.
Insurance Planning
Our comprehensive insurance planning evaluates life, long-term care, disability, and property & casualty needs. We work with multiple providers to find optimal coverage solutions that protect assets while avoiding over-insurance or under-insurance scenarios. The service includes regular policy reviews and adjustments as client circumstances evolve.
Social Security Optimization
We specialize in maximizing Social Security benefits through strategic claiming approaches. This service analyzes tax implications and coordinates benefits with overall retirement income plans. Our goal is to minimize lifetime tax payments while extending the longevity of retirement income through coordinated distribution strategies.
People
Mark Byelich
Principal, Investment Committee Member
CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary with 12 Five Star Wealth Manager awards. Specializes in tax-efficient retirement strategies and serves on Ed Slott's Master Elite Advisor Group.
Sasha Afanassiev
Chief Financial Officer, Tax Planner
Certified Public Accountant with expertise in tax planning and financial strategy. Provides specialized tax code analysis to optimize clients' retirement income and asset protection strategies.
Lidia Amodei
Chief Investment Officer, Financial Planner
CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst with leadership roles in investment strategy and portfolio management. Focuses on developing risk-appropriate investment solutions for clients.
Emily Wheeler
Senior Financial Planner, Investment Committee Member
Experienced financial planner specializing in retirement income strategies and investment analysis. Leads client financial planning processes with emphasis on long-term sustainability and tax efficiency.
Jesse D'Elia
Financial Planner, Investment Committee Member
CERTIFIED FINANCIAL PLANNER with focus on comprehensive wealth management solutions. Specializes in integrating investment strategies with retirement planning to meet client-specific objectives.
Questions
What makes Attleboro Wealth Management different from other financial advisors?
We combine fiduciary responsibility with proprietary tax-efficient strategies and specialized retirement planning expertise.
Do you specialize in any particular type of financial planning?
Our focus is on tax-efficient retirement planning, including zero-tax strategies and Social Security optimization.
Are you legally required to act in my best interest?
Yes, as CERTIFIED FINANCIAL PLANNERS and Accredited Investment Fiduciaries, we have a legal obligation to prioritize client interests.
What insurance planning services do you offer?
We provide comprehensive insurance analysis including life, long-term care, disability, and property & casualty coverage options.
How do you help clients with market volatility concerns?
Our investment process emphasizes principal protection, account segmentation, and scientific asset allocation to manage risk.
