Broker Check

CLU®, J.D.

Marc J. Bernstein is the founder, and a financial planner and strategist at MWealth advisers an affiliate of AspireWealth Planners. Having grown up in a family business, he is experienced and knowledgeable regarding financial planning for closely held business owners.

Marc holds a BA in music from the University of Delaware. He graduated and obtained his Juris Doctor degree from The Ohio State University College of Law, having also attended NYU School of Law. As an attorney he focused on the business sector, primarily the entertainment business and also has litigation experience. He later decided to enter the financial planning field, having always been interested in goal accomplishment and helping others to reach their personal financial aspirations, business planning and legacy goals.

Having spent 25 years as a Senior Partner in a major regional financial services firm, he founded MWealth advisers in 2015.

Through, Hornor, Townsend and Kent LLC, Registered Investment Advisor, his dedicated team offers fee-based financial planning services and asset management strategies regarding: Financial Position, Protection Planning, Investment Accumulation Planning, Tax Efficient Strategies, Retirement Distribution Planning and Wealth Transfer Planning.

Marc gets great satisfaction from seeing clients progress toward their lifetime financial and legacy goals. Marc's strong work ethic is evident in his dedication to the success of his clients. A chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Adviser in Philanthropy (CAP®). He has been active in community affairs and fundraising efforts for organizations that include the American Cancer Society, Variety – The Children’s Charity of the Delaware Valley, Jewish Federation of Greater Philadelphia, and the American Technion Society. An accomplished musician, he writes and records original music. Marc enjoys golf, bicycling, exercise and meditation.