Everhart Advisors were recently named 2018 PLANSPONSOR Retirement Plan Adviser of the Year.
Mid Atlantic Capital Group recognizes the uniqueness of financial advisors and the many business models that exists. That is why we listen, collaborate, and develop customized solutions for our business partners. We provide the structure, tools, and support that fits your model, enabling you to successfully grow your business.
To learn more about the ways Mid Atlantic can help you simplify your practice, contact John Wight at 800-693-7800 and firstname.lastname@example.org.
Mid Atlantic employees collect 4,257 items!
Last week, Mid Atlantic, in conjunction with loyal business partner Derek Fiorenza and his non-profit organization Fiorenza’s Food for Friends (F4), hosted its 3rd Annual Food Drive..
Staff were organized into three separate teams which enthusiastically came together to donate items such as canned tuna, canned fruit, beans, grains, pasta, and personal hygiene products. We saw a steady flow of donations up until the last day of the challenge, which is when things really heated up! Team members were racing out in a last minute push to win.
We are thrilled to report that Mid Atlantic employees raised a total of 4,257 items for our friends at the Oakland CHS Food Pantry. We are truly grateful to everyone involved for making the Mid Atlantic’s 3rd Annual Food Drive its most successful yet!
Recently, Mid Atlantic reached out to one of our newest registered representatives, David Loesch with the DRL Group, to learn more about his involvement with The Houston Livestock Show and Rodeo™. Mid Atlantic always likes to share with its family how our business partners go above and beyond their daily business to have a positive effect on the community.
The Houston Livestock Show™ has promoted the breeding and marketing of the livestock industry in the Texas Gulf Coast region. David Loesch got involved in 1997 because he wanted to give back to the community and in particular to the youth: “This Rodeo is much more than just a Rodeo, it is a vehicle for young people to shape their future.”
Each year, the Houston Livestock Show™ draws thousands of Texas 4-H and FFA exhibitors to compete. Each exhibitor works several months to prepare. Participants are between the ages of 9 and 18, are Texas residents and are members of a Texas 4-H Club or FFA Chapter. More than 750 scholarships are awarded. 1st place winners can be awarded as much as $36,000!
Mr. Loesch commented: “As you know, Texas is a large state! Last year only 330 animals made it to the judging. There is a lesson in the disappointment as well. The young people are involved in raising these animals. It teaches them discipline, respect, and commitment.”
A week-long celebration leading up to opening day of the Rodeo began on February 20. The rodeo itself will run from Feb. 27 – March 18, 2018. It is an impressive operation to say the least. Mr. Loesch hopes that the team at Mid Atlantic will get the opportunity to come and enjoy this experience!
Take a look for yourself: www.rodeohouston.com.
About the DRL Group: http://www.dlrgroup.com/home/
1st Source Bank Retirement Plan Services is a full service Retirement Plan provider in Northern Indiana and Southwest Michigan. 1st Source Bank Retirement Plan Services specializes in plan design and service for local businesses, business owners, and their employees with their best interest in mind. They consist of a staff of 19 experienced professionals who have credentials from PhD, CPA, MBA, QKA, and a belief in continuing education targeted to retirement plans and how they can better a client’s attraction and retention of employees. 1st Source Bank chose Mid Atlantic Trust Company as its custodian due to their reputation as an excellent service provider and to enhance its service to its clients.
Mid Atlantic is pleased to welcome The Peoples Bank of Mississippi to the family. In 1908, Peoples Bank was opened by Col. Sidney McLaurin and Dewitt Enochs with the intention of providing service to rural Simpson County. They invited A.S. Davis to be Cashier. His son Sidney Davis joined the ranks in 1932 and served for 65 years. Davis’s great grandson, now serves as 4th generation CEO. Peoples Bank provides superior financial products and services that increase economic opportunity and improve the quality of life for the people and businesses in rural Mississippi communities.
Mid Atlantic is pleased to welcome kPlans Investment Services as a new business partner. kPlans Investment Services (formerly Kravitz Investment Services) brings its Cash Balance Investment Expertise to Mid Atlantic advisors through the ModelxChange® program.
What will this mean for Mid Atlantic advisors? kPlans has just made it easier for Mid Atlantic advisors to manage their cash balance business by providing a turn-key solution from actuarial to investments. kPlans has structured three risk-based strategies using an absolute return style of management, which includes as many as thirty separate asset management firms across thirty separate asset classes. This option is branded under the Mid Atlantic ModelxChange® program name: First Water Cash Balance Plan Series.
For additional information, please call: 800-693-7800
Mid Atlantic is pleased to welcome Riverstone Wealth Management to its family. Headquartered in Pittsburgh, Pennsylvania, Riverstone’s primary focus is on wealth and estate management. The firm is comprised of two primary registered reps Wes Creese and Josiah Hoffman; one registered assistant Kim Arnold; and their office administrator Danica Creese. Wes is a CPA providing tax planning strategies. The group also works in the qualified plan space with several 401(k) plans on the books.
Mid Atlantic is pleased to welcome Crescent Wealth Partners, our newest addition to the Mid Atlantic family. Crescent is a former Ameriprise Group based out of Sarasota, Florida. The Crescent team consists of two partners, Brent Hillerich and Brian Grogan, in addition to associate producer Jared Burke and their staff members Erin Bewley and Claudia Woods. Crescent primarily focuses on investment management, retirement planning strategies, and charitable giving.
Mid Atlantic is excited to officially welcome one of our newest business partners The DRL Group to our family. Based in Katy, Texas, The DRL Group is comprised of brothers David and Darrin Loesch and five staff members who handle all operational functions and trading.
The firm specializes exclusively in the bond market, thus taking a “Masters of One” approach to financial services as opposed to a more general “Jack-of-All-Trades” philosophy. As such, The DRL Group is solely focused on providing tax-free income products and managing tax-deferred accounts (IRAs and SEPs) through utilizing high quality municipal and corporate bonds. For more than 20 years, The DRL Group has been serving top tax-bracket clients in their quest to reduce taxes, generate a stable income stream, and help to protect their principal investment value.