Experience. Insight. Ongoing guidance.
As an affluent professional, business owner or corporate executive, you are looking for wealth management guidance that adds value to your life. Beyond investment performance, we offer innovative ideas, a deep understanding of your needs and a long-term strategy focused on your family’s success.
At The Fendrick Group, our collective experience spans more than 100 years and generations of family relationships. We are passionate about providing comprehensive financial planning that can help guide you through the different stages of your financial life. We are equally at home addressing the complexities posed by inherited wealth.
We are a multigenerational team whose roots in the South Jersey and greater Philadelphia area run deep, and we are proud to be active members of our community. We are also proud to be of service to our clients—to their values and the ultimate pursuit of their goals.
The Fendrick Group
888-597-2601
856-985-2070
855-240-8451
501 Fellowship Road
Suite 302
Mount Laurel, NJ 08054
A seasoned team, helping you pursue your financial goals
Mark Fendrick has received national recognition as a top advisor:
- Forbes/SHOOK America’s Top Wealth Advisors, 2018
- Forbes America's Top 250 Wealth Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, New Jersey, ranked #2, 2018
- Forbes Best-In-State Wealth Advisors, New Jersey, ranked #3, 2019, 2020
- Barron’s Top 1,200 Financial Advisors, 2014 – 2020
- Financial Times 400 Top Financial Advisers, 2014 – 2016, 2018, 2020
Credentials that inspire confidence
Mark Fendrick, Jamison Licausi and David Ostrum are all Certifified Financial Planner™ professionals. They have met rigorous requirements to obtain this certification, which attests to their extensive experience and training in financial planning. Adding to their ability to assist their clients is the strength, research capabilities and stability of UBS, one of the world’s largest wealth managers.
Our office locations
New Jersey
501 Fellowship Road
Suite 302
Mount Laurel, NJ 08054
Florida
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
In-depth financial planning
We represent clients of all ages, but many are members of the so-called “sandwich generation”—taking care of aging parents, but with children who may still need financial support. Having a sound financial plan can help guide you in making the right decisions.
“Because we believe that each client is unique, we solve for specific client needs by customizing the planning process and the investment models that follow.”
— Mark Fendrick
Investing for your needs
We are continually in search of fresh ideas and strategies that will help benefit our clients and their financial goals.
“We believe in selective investing—which means we do not use cookie-cutter allocation models, but instead rely on careful research and our long experience with financial markets.”
— Jamison Licausi
Relationships
Because our team has three decades of experience working long, within the same community, we consider ourselves a family. When we work with you, you become a part of that family.
“It’s not uncommon for us to provide wealth management advice to three generations within a single family.”
— David Ostrum
Our perspectives
Insights