A complete list of active advisors currently associated with Mark E. Reich, CPA, CFP

Warmer can help you find a great advisor at Mark E. Reich, CPA, CFP or one who fits your needs even better.

The firm provides fee-based financial planning and periodic investment supervisory services to a small roster of clients, including high-net-worth individuals, trusts, estates and charitable organizations. It also offers separately billed accounting services, with the principal devoting roughly 25% of his time to those activities, and delivers both comprehensive and limited-scope planning engagements. Investment advice is grounded in fundamental analysis and the firm employs a broad set of strategies — from long-term purchases to short-term trading, short sales, margin transactions and option writing — while monitoring is periodic rather than continuous, with quarterly reports and meetings. The adviser typically develops individualized plans, assists with implementation, and may exercise discretionary authority when agreed by the client; custodial relationships are maintained with independent broker-dealers. Noteworthy features include the combination of advisory and professional accounting services that are explicitly kept separate and billed independently, and a client profile that emphasizes high-net-worth and institutional-type clients rather than lower-net-worth individuals. The firm also does not accept custody of client funds, does not aggregate trades into block orders, and limits ongoing investment oversight to periodic reviews.

To learn more about the advisors currently working at Mark E. Reich, CPA, CFP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.