Heritage Financial Consultants is pleased to announce the addition of Mark D. Bookbinder, a seasoned financial planner with a strong background in law and finance. With years of experience in asset management, retirement planning, estate planning strategies, and investment portfolio management, Mark is dedicated to offering his clients thoughtful guidance to help them navigate their financial journeys.
Mark’s practice focuses on providing tailored solutions across a variety of financial needs, including education savings, business owner strategies, insurance, and wealth management.
“I’m eager to provide my clients with the personalized attention and thoughtful planning they deserve,” said Mark. “Heritage’s commitment to fostering meaningful client relationships, paired with the firm’s wealth of resources, will allow me to help support my clients’ financial goals with confidence and clarity.”
Mark dedicates substantial time and energy to truly understand each client’s unique situation, regularly monitoring and adapting strategies to meet evolving needs. His dedication to creating personalized solutions has earned him the trust and loyalty of his clients, many of whom have become lifelong friends.
In addition to his professional accomplishments, Mark is deeply involved in his family life. He is married to Hannah and has two children, Zach and Evan. Zach has joined Mark in the family business while continuing his studies, contributing to the next generation of financial guidance.
Mark holds a degree from Brandeis University and earned his Juris Doctor (J.D.)* from Villanova University School of Law, further strengthening his ability to help navigate complex legal and financial landscapes.
Heritage Financial Consultants is thrilled to have Mark as part of the organization, and we look forward to seeing the impact he will continue to make in the lives of his clients.
Led by founder Brian Gracie, Heritage Financial Consultants aims to positively impact the lives of their clients and their families through education and innovative financial solutions. Well into its second decade, Heritage Financial Consultants holds $9.2 billion in client-invested assets (as of 6/30/24) across 14 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, New Jersey, and Indiana.
*Not practicing on behalf of Osaic FA
CRN-7232997-102824