Mid Atlantic held its 2019 National Partner Conference in Mexico

Mid Atlantic held its 2019 National Partner Conference at the glorious JW Marriott Los Cabos Beach Resort and Spa in Mexico. The setting helped to generate a relaxed vibe throughout the week with glorious food, fishing, a volleyball competition as well as multiple pools to enjoy! Despite these distractions, sessions were well attended and feedback was strong.

The three-day event took place May 14 – May 16 and included many impressive speakers, most notably a live-feed discussion by Dr. Alan Greenspan & Dr. Charles Lieberman, Advisors Capital Management entitled “A View from the Top.” Dr. Lieberman moderated the live discussion with the former Fed Chairman discussing macro issues affecting your clients and the world.

We have included a link to this year’s agenda:  2019 Conference Agenda

Although we cannot have a conference in Mexico every year, it was suggested that we return to this location again in the future! As always, many thanks go out to all our terrific speakers, sponsors, and business partners for their involvement in helping us make this year’s annual conference so successful!

BlackRock introduces iRetire – A simple process to help answer lifetime questions

“Will I have enough for the retirement I want?”  The iRetire® plan can help the advisor determine his/her client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number that really matters: the income they could have each year in retirement. It helps empower decisions, illustrating the tradeoffs between risk, retirement date, income needs and spending.

Visit the iRetire web site!


Mid Atlantic welcomes First Affiliated of the Chautauqua Region

Mid Atlantic Capital Group is pleased to welcome First Affiliated of the Chautauqua Region, LLC.

First Affiliated of the Chautauqua Region, LLC is headed by Dan Hocking and Joe Cerrie.  Mr. Hocking and Mr. Cerrie have amassed 24 and 17 years of investment experience respectively. The group has had a relationship with Mid Atlantic for the past ten years utilizing one of the professional money managers on Mid Atlantic’s platform for their high net worth clients. First Affiliated of the Chautauqua Region, LLC employs a wide range of investment vehicles and services to provide experienced wealth management out of their office in Jamestown, New York.

First Affiliated of the Chautauqua Region, LLC is not a registered entity or a subsidiary or control affiliate of Mid Atlantic Capital Corporation or Mid Atlantic Financial Management, Inc.

Mid Atlantic is Proud to Introduce: 401(k) Composite Benchmark Report 

Mid Atlantic is Proud to Introduce our 401(k) Composite Benchmark Report: Press Release

Available at no charge to current customers, the Mid Atlantic Trust Company’s 401(k) Composite Benchmark provides in-depth analysis of investment data from over 28,000 401(k) plans. The tool, which shows rankings across a wide range of plan sizes, industries and participant risk tolerance levels, empowers those responsible for the financial well-being of others to have access to an objective measurement of their own plan’s performance.

We have included a sample report here for your review

To sign up to receive this report on a quarterly basis please email marketing.





Did you know Mid Atlantic holds a free monthly webinar covering a range of topics?

Please join us for our monthly webinar series, which takes place on the last Thursday of the month at 4pm ET. InfoxChange Webinar Training is a free value-added supplement of monthly online sessions covering a range of topics to assist with areas such as practice management, business development, and customer service.  Contact us for more information!

Mid Atlantic held its 2018 National Partner Conference

Mid Atlantic held its 2018 National Partner Conference at the beautiful Roosevelt Hotel in New Orleans.  Over two hundred executive level attendees participated in the three day event, which ran from May 15 – 17 and included a Masquerade Ball!  Guests were also treated to the incredibly good food that is a staple in New Orleans.

The conference provided something for everyone, including Pat Woelfel from FirstTrust who delivered a riveting session called “Get LinkedIn” which discussed how to leverage the BIG 3: Attract Leads, Generate Referrals, and Prospect Smarter.


Another session entitled: “Economic and Market Outlook …. in an Volatile World” was presented by Dr. Claus te Wildt, Managing Director of Fidelity Investments.  He discussed how to position your portfolio in light of an ever-changing world with increasingly complex geopolitical, economic and social issues.

Additionally, attendees were able to participate in one-on-one training sessions and demonstrations of some of the industry’s top technology platforms.

Based on the surveys that are coming in – a good time was had by all!   As always, many thanks go out to all our terrific speakers, sponsors, and business partners for their involvement in helping us make this year’s annual conference so successful and well-received!


Here is just a sampling:

 “Another great event team – I would not change a thing!   Thank you all for the wonderful hospitality and the opportunity to interact with you and your other partners.”

“Superb conference; great location. We particularly benefited from networking and general interactions with presenters.  Many thanks.”

“I have worked with Mid Atlantic for 15 years and have always thought that the service was above and beyond.”

Mid Atlantic Completes Major Strategic Transaction with Parthenon Capital Partners and Waterfall Asset Management

Mid Atlantic Completes Major Strategic Transaction with Parthenon Capital Partners and Waterfall Asset Management

  • Mid Atlantic to invest further in client-centric tools, technology, and services
  • Mid Atlantic to continue to expand product and service offering
  • Newly formed holding company to pursue strategic acquisitions

MACG Press Release




Mid Atlantic’s webinar series InfoxChange continues tomorrow with our guests from Tandem Wealth

Managing Market and Geopolitical Risk in a Complex World
Thursday, May 24 @ 4:00 pm ET
Join Tandem Wealth’s portfolio managers as they talk about creating a successful investment portfolio for your clients and group retirement plan participants in a complex world.
This session will discuss how following a disciplined yet adaptable investment process leads to better results for investors.
Key points and practical ideas for implementation:
  • Big Picture: Economic and Investing
  • Mini Cycles and Investment Strategy in a Trendless World
  • Investment Process
  • Risk Management and Sell Discipline


Mid Atlantic Congratulates Everhart Advisors!

Everhart Advisors was recently named 2018 PLANSPONSOR Retirement Plan Adviser of the Year.

Read more



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


Helping in the Fight to Eradicate Hunger in America

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!