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 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.
To sign up to receive this report on a quarterly basis please email marketing.
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
Everhart Advisors was 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!
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.