Broker Check

Purpose

To help our clients create, expand and preserve financial freedom

Vision

We Listen:
We practice fiscal therapy by helping our clients  identify and clarify specific objectives, and achieve their financial goals.  Utilizing a well-defined, consistent planning PROCESS enables us to take advantage of our arsenal of intellectual capital.

We Care:
We  use state of the art technology and a dedicated team of hands on client service  specialists to help our clients implement and maintain their customized financial strategies. 

We Serve:
We strive to deliver unexpected and exceptional top tier client service on an ongoing basis. We serve  our clients above all others.

Principles

We listen and care
so we can be responsive to the needs of our clients.

We are independent
having no obligation to anyone except the clients we serve.

We exercise the highest ethical standards
making recommendations to our clients that we would give to ourselves under the same circumstances.

We plan first
and make recommendations second.

We have built systems and trained our staff
to deliver unexpected levels of service throughout our organization.


    Marc J. Bernstein, ChFC®, CAP®, CLU®, J.D.

    Senior Partner

     

    Marc J. Bernstein is the founder, and a financial planner and strategist at MWealth Advisors. 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 Advisors in 2015.

    Through, Horner, Townsend and Kent, 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. He has developed The Fiscal Therapy Solution, a method to assist our advisors in gaining great understanding clients and to tailor plans and implement programs that help pave the way along the road to their financial freedom.

    Marcs 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 Advisor in Philanthropy (CAP®). He has been active in community affairs and fundraising efforts for organizations that include the American Cancer Society, Variety the childrens charity, 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.

      Andrew Babson

      Financial Advisor


      Andrew Babson began his career in financial and estate planning in 2008 after receiving both his Undergraduate and Graduate degrees from the University of Pennsylvania.

      Andrew specializes in working with closely held businesses and an array of upwardly mobile professionals. He and his partners at MWealth Advisors use a comprehensive approach to help his clients achieve a more secure financial future for themselves, their families, and their businesses. He currently holds a Series 6, 7, 63, 66 and life and health licenses.

      Andrew is also actively involved in the community, primarily with the National Multiple Sclerosis Society. He has been involved with the MS walk for over ten years, serving on their participant advisory board for 5 years. He has also been a committee member for the National MS Societys Preakness at the Piazza event. Andrew was also named to the 2013 National MS Society Leaders Circle, a distinction given to professionals in our area who have already made substantial contributions to civic, business and cultural endeavors in the region.

      Andrew currently lives in Philadelphia

        Kevin Crowley

        Financial Advisor


        Kevin Crowley graduated from Ursinus College with a B.A. in finance. He holds his Series 7 & 66 and his life, accident and health license. Kevin is a financial advisor, special needs planner and a partner with MWealth Advisors located in Conshohocken, PA.

        He and his team offer an objective, fee-based approach to financial planning. Working closely with you and your advisors, we can develop a comprehensive plan or focus of a particular area of concern: wealth preservation, estate planning, business succession strategies, retirement planning, portfolio management or charitable gifting.

        Kevin focuses his planning on closely held businesses and professionals. He helps them to achieve a more secure financial future for themselves, their family and their business. Kevin prides himself in creating long term enduring relationships with his clients.

        Kevin currently resides in Towamencin, PA with his wife Arin, his son Colin, his daughter Rian and their dog Murphy.

          Andrew Hauber, ChFC®

          Financial Advisor

          Andrew Hauber graduated from Arcadia University, with a B.A.  in Finance. He started his practice in 2007. Currently, Andrew holds his Series 6, 63 & 65 and his Life, Accident and Health Insurance License. Andrew is a  fee-based financial planner who helps  individuals and business owners achieve their life time and legacy goals by taking them through a unique financial planning approach.

          Andrew is dedicated to providing his clients with assistance in securing their financial future. With an experienced team of experts  supporting him, he is able to assist his clients in the following areas:

          Professional Services, Business Continuation and Estate Conservation Strategies, Personal Financial Strategies, Retirement Planning Strategies, Life Insurance, Disability Income Insurance, Executive Compensation Plans, Wealth Distribution/Tax Efficient Strategies, Wealth Accumulation Strategies, College Education Funding Strategies, Charitable Giving Strategies, Long-Term Care Insurance, Employee Benefits, Risk Management Strategies.

          Andrew is an avid basketball player and fan. He resides in Cherry Hill, NJ with his wife Jessica and daughter Emma.
           

            Joanna Craney

            Financial Advisor


            Prior to working at MWealth Advisors, Joanna spent 5 years at a regional financial services firm and 6 years at a leading pharmaceutical company. Her past experience in both industries has shaped her into the knowledgeable, organized and client service focused financial advisor she is today.

            “Top of my list with clients is providing them with exceptional client service. Often times I am faced with clients who have either lost touch with their current advisor or are not satisfied with the level of service they are receiving. I build relationships first, and advise second. I want to be a phone call away for the ups and downs of each client’s life journey.”

            Joanna is a dedicated Financial Advisor who develops and implements custom financial solutions to help meet each client's evolving needs. During the planning process, she helps clients identify and clarify specific objectives to achieve their financial goals.

            “Dance like no one is watchingyes, I do that! If there is music, I dance!” When Joanna is not working she is spending time with her daughter, with whom she shares a passion for music and dance. Her daughter, Lillian, has been involved in dance since the age of 3. Joanna and her daughter enjoy attending concerts, listening to a variety of music genres and “dancing like no one is watching.” Joanna resides in Blue Bell, PA with her daughter.

            “Take of yourself mentally & physically. Running and yoga has provided my life with balance, peace, and overall well-being. Life can often get in the way of taking care of you firstinvest in your mind, your body, your soulinvest in your most important assetYOU!” Joanna has a passion for health & wellness. She ran her first half marathon in 2015 and has several scheduled for 2016.

            “Give back - it feels good!” Joanna is the champion of the Make Someone’s Day committee at 1847Financial. This committee focuses on employee appreciation and charitable giving. “When you perform an act of kindness for someone, it not only makes the receiver feel good, but also energizes you!” Joanna believes in the power of paying it forward. She holds Make-A-Wish Foundation and Special Olympics dear to heart. Why? Ask and she will tell you her story.

              Heather Page

              Business Manager

              Prior to joining MWealth Advisors, Heather had served as an executive assistant specializing in customer service in the automobile industry. In addition to that she also worked for an international chemical company where she also specialized in customer service. While raising her three children, Heather started her own travel business. Just before starting with Marc Bernstein she continued to her high level of customer service while managing a retail specialty store.

              When asked what she loves about her position at MWealth, it is clear that she has a strong sense for helping others. As in her past positions, she likes what she does because our practice focuses on helping people achieve their financial goals through the planning process.

              When not at work, Heather enjoys staying active running, biking and hiking are just few of the things you can usually find her doing.