Crafting Lives Together: Purpose, Prosperity & Peace

Please Vote Us Best Financial Advisor in the 2018 Readers' Choice Best of Main Line Media News

It's that time of year again! Thanks to our amazing clients, families and friends, we received the award for Best Financial Advisor for the past two years. With your help, we can win it for 2018. It just takes a minute to vote each day. We hope you'll help us out again. Please click the blue "VOTE" button to get to the online ballot.


Help Your Kids Think &
Act Wisely About Money

In this workshop, you will help your child to:

  • Articulate a sense of purpose
  • Communicate about money
  • Explore what success means for them
  • Learn vital time management skills
  • Set goals for prosperity and contentment
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Keep the Celebration Going
After the Wedding

Forty-two percent of couples that regularly talk about money described their relationship as “extremely happy.”

  • Understand one another’s connection to money
  • Prevent future conflict through communication
  • Build a foundation for your unique story

We’ll help you and your spouse develop a roadmap for success, and have some fun along the way.

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Is Trade School a Viable Option for Your Child’s Long-Term Financial Success?

Abandoning or delaying a 4-year degree goes against the grain for most affluent families in the U.S. It opposes a core belief they’ve developed, possibly over the past several decades. It’s the idea that vocational education is for students who are underachievers or possess lower intelligence. This belief has been proven false. Honors students are electing to attend […]

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Why Considering Divorce in the First Year of Marriage Can Help

You’ve just tied the knot. Get ready for some difficult emotions. Planning ahead can be a challenge, and we are here to help you improve your odds of flourishing in the first year of your new union and beyond. The last thing that you should be thinking about is divorce, right? Wrong. Being aware of […]

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5 Steps to Pay for a Wedding Without Going into Debt

The average wedding costs $35,329 according to The Knot 2016 Real Weddings Study.1 This figure is up 8% from the national average in 2015 and does not include the honeymoon. On average, 42% of wedding costs are now covered by couples rather than their parents.2 As you consider marriage and long-term happiness, I encourage you […]

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CFP Certifications

Best of Mainline Media News 2016 & 2017 Main Line Parent & Philadelphia Family Shields

Helping Newlyweds

Blair Wealth Management recently met with attendees at the Main Line Bridal Event hosted by The Radnor Hotel. As a featured vendor, we provided soon-to-be newlyweds with vital information and offers to increase the odds of a successful marriage. The annual event includes carefully selected wedding experts from the Main Line and Philadelphia area with everything to help couples turn wedding dreams into a reality.

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cost of investments

What our clients say

Strategic Architect, Guide and Advisor … this is the language that I would use to describe the relationship that my wife and I have had with Mark over the past 12 years. He has challenged us to deeply analyze our ambition for our lives including our marriage, our family, our friends and our careers. Once we were grounded in that narrative, he has helped us navigate the journey through anticipating breakdowns and continual reflection during key inflection points in our lives (e.g., our child’s education, caring for our parents, preparing for aging physically, mentally and financially, etc.). He has helped us build a foundation of communication, listening and understanding that prepares you for the unknowns that life often throws at you. We are now living the life that we have designed as opposed to just letting life happen to us. I can honestly say that Mark has changed the course of our lives and we are deeply grateful.

Luis Martinez

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Recommended Reading

The Gifts of Imperfection
by Brené Brown

Each day we face a barrage of images and messages from society and the media telling us who, what, and how we should be. We are led to believe that if we could only look perfect and lead perfect lives, we’d no longer feel inadequate. So most of us perform, please, and perfect, all the while thinking, What if I can’t keep all of these balls in the air? Why isn’t everyone else working harder and living up to my expectations? What will people think if I fail or give up? When can I stop proving myself? In her ten guideposts, Brown engages our minds, hearts, and spirits as she explores how we can cultivate the courage, compassion, and connection to wake up in the morning and think, No matter what gets done and how much is left undone, I am enough, and to go to bed at night thinking, Yes, I am sometimes afraid, but I am also brave. And, yes, I am imperfect and vulnerable, but that doesn’t change the truth that I am worthy of love and belonging.

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