Mark J. Katelhon

I have over 30 years of experience in the insurance and wealth management  industries, and I help our valued clients simplify their financial lives and develop a customized strategy to pursue their financial and  lifetime goals. I established a boutique wealth management firm in 2016 with LPL Financial . after acquiring a financial planning practice from my father Gerald P. Katelhon, CLU, ChFC, who worked with Securian Financial for almost 40 years. Under my leadership, our client base has grown exponentially to over 1,500 doctors, attorneys, CPA's and business owners as well as other professionals. We are delighted to be able to serve such a diverse group of people; it truly has been a rewarding experience.

I hold a Master of Business Administration (MBA) from Inter-American University in Finance and Marketing. I also hold the FINRA series  7 & 66 registered through LPL Financial. In addition, I am a past VP of membership of the American Marketing Association Philadelphia Chapter and a past participant in the Institute of Management Consultants.

I reside in the Northern Liberties section of Philadelphia, PA and have worked with several Philadelphia civic organizations to improve the quality of life in the City of Philadelphia. When not working with clients, I enjoy attending local sporting events including Eagles, Flyers, Phillies and 76ers games. I also enjoy travelling, spending time in Ocean City, NJ and South Florida and spending as much time as possible with friends and family.                                                                

The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2015-2017 and 2020-2024 Five Star Wealth Managers.