Mark is the esteemed founder and Managing Principal of Aurelius Family Office LLC, offering four decades of complex financial planning experience in the greater New England area and across 20+ states. Mark is a fee-only fiduciary and leads a seasoned and highly credentialed team who pursue optimal outcomes for clients' diverse needs and goals. With a CFA, CFPs®, and CPAs on staff, Mark develops creative solutions to complex tax and financial planning challenges. He works closely with estate planning attorneys and Medicare consultants to optimize retirement and generational wealth planning. His enthusiasm for witnessing client triumphs fuels his commitment to surpass expectations. In an industry where precision and forward-thinking are paramount, Mark stands as a testament to unwavering commitment.