Speak with a Wealth Partner 856-296-8979

Mark Levin
®, CMFC®

Managing Partner

Throughout his 25 years in the financial industry Mark has been dedicated to enhancing his credentials and gaining the knowledge necessary to advise his clients in an increasingly complex financial environment. With his background working with athletes and entertainment industry professionals, he understands the unique challenges that affect their wealth management strategies.

Raised in Margate, NJ, Mark knew at an early age that he would someday pursue a career in finance. After graduating from Arizona State University with a degree in Business, he earned his CMFC® at the College of Financial Planning.

“I’ve always been fascinated by the markets, and I greatly enjoy trying to figure out where the market is going and how I can help my clients potentially take advantage of it.”

Outside the office, Mark values spending time with his wife and family and giving back to his community through Holton’s Heroes, his family’s nonprofit charity that is committed to helping children with post-birth traumatic brain injuries. He also serves the Philadelphia homeless community by preparing holiday meals and conducting clothing drives. 

Client-driven, experience-empowered.

At Maverick Partners Wealth Management, we consider ourselves true partners throughout your financial journey. No matter your career or the complexities involved, we’ll help you understand your planning options so you can focus on what is most important to you.

Working together, we will translate your goals into investment objectives and strategies that are personalized for you.