Who We Are

Mark S. Podolsky, CFP^® investment advisor since 1985, is a founding principal of Financial Solutions Associates, and is registered with the US Securities and Exchange Commission (SEC). A Certified Financial Planner™ licensee, he is compensated either on an hourly basis for financial planning consulting or an annual percentage of assets for investment management.

 

As a fee-only advisor, all of Mark’s compensation comes directly from his clients, for either managing money or providing financial advice. Mark receives no commission, sales charges, or finder’s fees from any outside sources or financial companies.

 

Mark actively manages approximately $90,000,000 for his clients on a discretionary basis. Through the use of individually designed asset allocation models for each portfolio, he tailors every plan to provide for the goals of each client. Conservative investors will have a higher percentage of fixed investments, while growth-oriented investors will have a higher percentage of equity investments.

 

With a minimum investment of $500,000, Mark’s client portfolios consist of a wide variety of securities, including: institutional funds, Exchange-Traded Funds (ETFs), stocks and bonds, to achieve the most efficient investment mix for each situation. All investments are publicly traded, liquid, and held at outside custodians.

 

Mark specializes in pre-retirement and employee financial planning, along with company benefit plan evaluations. Many of his clients are retired and drawing monthly income from their portfolios. Some are also interested in having their portfolios specifically designed to reflect their personal concerns about the environment, weapons production, nuclear power, and many other social causes. Mark is directly involved in providing them with socially responsible and sustainable investments.

 

A member of the Social Investment Forum, Mark is dedicated to promoting the concept of socially and environmentally responsible investing. He has also been active with the Financial Planning Association, and is a past president and chairman of the Massachusetts chapter.