The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Mark Verbanas

Mark Verbanas

Private Wealth Advisor

More about me...

Contact

mark.a.verbanas@ampf.com

302.366.1308

Designations

CFP®, CFS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science, Finance, University of Delaware

VISIT MY WEBSITE

Our Staff

Jeanette Adams

Administrative Assistant