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
860.205.9081

 

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.

 

Thank you, Mark Blair, for showing me that money is just one component of a much bigger picture. You helped me see that networks, talents, intellect and imagination all play critical roles in our overall life success.

Lindsay Shea
Philanthropist and Equestrienne
Livingston, NY
917.279.0692

 

Mark’s expert skill as a consultant, coach and designer of personal and career ambitions has helped me produce a very fulfilling career and lifestyle balance, which is founded on a healthy marriage and positive family relationships. Mark has helped me produce this lifestyle and these relationships through a rigorous pragmatic and philosophical framework. Working with Mark has also helped me develop leadership [and followership] skills that are fundamentally effective and competitive in all business and personal situations I have encountered.

Mark Hall
Federal Banking Regulator
Philadelphia, PA
609.703.7267

 

Engaging with Blair Wealth Management in the domain of finance led to many intriguing surprises. They first offered incisive questions in a number of areas of my life to determine how best to serve me. This unique process helped clarify what mattered most to me and why. Their objective, to really get to know the client, supported me in putting my values and vision into focus. It also allowed us to proceed with a deeper sense of how to best take care of my financial concerns.

What an enlightened, refreshing and balanced approach into an arena that frankly, I have not always been anxious to visit.

Steve Bloch
Consultant & Music Publisher
Nashville, TN

 

Working with Blair Wealth Management has given us peace of mind because we know we are prepared for the future. Mark Blair has been our advisor for 15 years and has consistently helped our family successfully manage critical areas of our lives. He has worked closely with us to develop comprehensive plans that include major expenses such as our child’s education and our retirement. The sense of peace that comes from having a trusted advisor is invaluable.

Peter Schuyler
609.714.9508

 

Blair Wealth Management designed and executed a memorable and meaningful conference. The design was flawless, intermixing difficult conversations with uplifting interludes (jokes, music, poems, photographs, a movie) – and the execution was masterful. I am amazed that we covered as much ground as we did in just one day! Thank you!

Judy Ehrman
Workshop Participant of Our Golden Years as Conversations of Design, October 25, 2014, Menlo Park, CA

 

I have worked with Mark Blair in private individual engagements as well as group workshops. He is a gifted and trustworthy coach and teacher who helped me build my capacities as a professional, a husband and a father.

Mark Hall
Federal Banking Regulator
Philadelphia, PA
609.703.7267

 

I have known and worked with Mark Blair for about 20 years. Mark and I belonged to the same organization where I decided to volunteer as treasurer. Without any prior experience in this area it was a considerable challenge for me, but Mark coached and mentored me over the next two years, speaking with me weekly on the various aspects of the job.

We discussed bookkeeping aspects of the work but even more important, Mark mentored me on the checks and balances of bigger life lessons. Little by little, I began to ask questions of my financial advisors and attorneys and learned the “rules of the game.” Now I successfully manage my own money including household accounts, farm accounts and properties. I feel so empowered and happy, and I love the overall planning process. I can finally speak with my financial advisors in an educated, non-intimidated way in which I offer value to the conversations.

Lindsay Shea
Philanthropist and Equestrienne
Livingston, NY
917.279.0692

 

Just checked out your blog, and it looks great. It’s extremely professional, well written and concise. You clearly give different kinds of financial advice (and cover many different topics too).

Brian Castner
Nonfiction writer, former Explosive Ordnance Disposal officer, and Iraq War veteran
Buffalo/Niagara, New York Area

Brian is the author of “All the Ways We Kill and Die,” forthcoming in the spring of 2016, and the war memoir “The Long Walk,” an Amazon Best Book of 2012. His writing has appeared in The New York Times, Wired, Outside, The Daily Beast, and on National Public Radio.