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.
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
501 Fellowship Road
Mount Laurel, NJ 08054
1800 North Military Trail
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.
Our relationship with you starts with a series of in-depth conversations where you tell us about on your family, your current resources and liabilities, and your goals, present and future. We then conduct a Financial Goals Analysis (FGA), which helps us create a comprehensive financial plan that focuses closely on details about investing, cash flow management, borrowing and retirement planning. Our next step is to work with you to develop an investment strategy tied closely to the successful attainment of your goals.
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
“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.
Our aim is to stay true to your long-term goals, regardless of short-term events. To help achieve this, we rely on our experienced investment modeling, as well as custom investment vehicles like structured solutions, exchange funds, individual stocks and private equity. At all times, we seek innovative solutions based on the entire range of your investment needs.
“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
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.
Ideas that anticipate needs
We seek to provide value by helping in any number of ways: Are you considering refinancing a mortgage? Wondering if your parents, or yourselves, need long-term care coverage or other insurance options? Looking for the best way to optimize retirement savings? We can help. And we will also work closely with you and/or your legal and tax advisors on estate and legacy planning strategies.
A customized service model
Our hands-on approach to service provides a rapid response to any queries, as well as regularly scheduled reviews of investment strategy and long-term plan.
Our multigenerational team is focused on providing ongoing stability of financial management, as well as an influx of fresh ideas. Clients tell us they like the thought of having their children and, potentially, grandchildren working with our team and honoring their legacy.
“It’s not uncommon for us to provide wealth management advice to three generations within a single family.”
— David Ostrum