FINANCIAL PLANNING & DESIGN


How to Help Your Child Design His Summer to Support Future Success

Help your teen make this summer count perhaps even more than those past. Help him develop the “muscle” for connecting summer activities to what he cares about. This process involves wrestling with and revealing more clearly your child’s concerns. Sometimes our own concerns compel us to project those ideas upon on him. Doing so doesn’t […]

Read more »

Spotlight on One of Radnor’s Finest Volunteer Boards – CARFAC

Article from “Wayne Living” Magazine, February 2017 by Elaine P. Schaefer. One of the most remarkable qualities of Radnor Township that sets it apart from many other communities is the incredible number of smart, engaged and generous residents who volunteer for our numerous and varied boards and commissions. These extraordinary, ordinary citizens give their time, effort and expertise to […]

Read more »

Smart Retirement Planning Solutions for Small Business Owners

This article was written for the American Executive Centers and has been published on its blog. Are you a sole practitioner with a legal, engineering, real estate, medical, investment management, marketing or other professional practice? Or do you work for a company and have a lucrative side business? Is your spouse your only employee? Are […]

Read more »

CFP, ChFC and CLU Certifications
Best of Mainline Media News 2016 & 2017

Signup for our Newsletter


What our clients say

Mark Blair did a GREAT job of building a curriculum for all of us at the Ontological Design Community Conference, and facilitated it beautifully. Thank you for the wonderful contribution you made to our community!

Ron Kaufman – Author Ron Kaufman is a New York Times Bestselling Author and globally recognized as a keynote speaker, columnist, management consultant, author and founder of the customer service training company, UP! Your Service. Ron was also a workshop participant of Our Golden Years as Conversations of Design, October 25, 2014, Menlo Park, CA. Read more

couple at grand canyon

Together, Let’s Create Your
Financial Plan Today

Thank you for considering us in your quest to achieve lifelong wealth and happiness. We strive to provide you with the easiest access to the necessary information for creating a life abundant with monetary, intellectual, and meaningful accomplishments.

Browse the many articles on our blog to learn how you can employ our approach in realizing a prosperous and purposeful life. As you explore, share your comments. Your feedback will help us continue to provide the best wealth management resources available. Contact Mark Blair at 610-908-6271 for additional assistance or to schedule a free consultation.


Recommended Reading

Building Trust: In Business, Politics, Relationships, and Life
by Fernando Flores and Robert C. Solomon

In business, politics, marriage, indeed in any significant relationship, trust is the essential precondition upon which all real success depends. But what, precisely, is trust? How can it be achieved and sustained? And, most importantly, how can it be regained once it has been broken?

View Book on Amazon


Insights

Money Matters TV with Dave De Witt of De Witt Capital Management interviews Mark Blair about safe investments.

Click to watch the interview, Safe Investments