Attleboro Wealth Management is a boutique financial planning firm in Bucks County Pennsylvania that offers comprehensive financial planning and investment management for our clients.
Our 8-week financial planning process has the added focus on tax efficient or tax-free distribution strategies and unique investment strategies that help our clients manage investment risk designed to help “eliminate the worry and enjoy the rewards”.
Mark Byelich and his team of professionals serve clients in Pennsylvania, New Jersey and around the country. Our mission statement is simple:
“Deliver a quality process, do what is best for the client, and always, always look to improve.”
Mark is the founder and owner of Attleboro Wealth Management. Mark is the youngest of his 12 brothers and sisters and learned the values of hard work and discipline at a young age working in his family’s construction business and...
Clients have said that Jessica brings a highly personal touch to their financial world. Clients have also complimented Jessica’s efficiency and attention to detail.
Financial Planning Associate
Emily Wheeler is a Financial Planning Associate at Attleboro Wealth Management. She helps handle all stages of the insurance and investment process as well as working closely with the team on financial planning.
Elena helps keep our numbers straight. She helps with bookkeeping and making certain everything balances at the end of the month. Elena has 30 years experience in the financial services marketplace and lives in Bucks County. When Elena...
Natalie helps with administrative tasks of the staff and is primarily responsible for client appreciation and recognition. Natalie has been married to Mark since 1995 and they have two children together. Natalie is an avid reader and...
Himiko is a Finance Administrative Assistant at Attleboro Wealth Management. She assists with application preparation and managing of client information records. Although she is a Florida native, she lived in Tokyo, Japan for five...