Comprehensive personal financial planning, business succession planning, tax planning and tax compliance services to individuals, estates, trusts, partnerships, corporations and non-profit organizations.
Certified Public Accountant - Pennsylvania, Delaware
Personal Financial Specialist
Certified Financial Planner
Chartered Mutual Fund Counselor
Registered Financial Gerontologist
Chartered Retirement Plans Specialist
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
Financial Planning Association (FPA)
Delaware County Estate Planning Council
Delaware County Attorney/CPA Forum
Excelsior College Alumni Association
Excelsior College (Formerly Regents College of the University of the State of New York) - Bachelor of Science, Sociology
Marc began working with Elko & Associates Ltd in 1996. He is the Practice Area Leader for the Financial Services department. With his experience and knowledge, Marc makes a significant contribution to Elko & Associates Ltd's ability to serve clients' needs for a healthy, secure financial future.
As the Financial Services Practice Leader, Marc is responsible for the coordination and provision of comprehensive personal financial planning services, including retirement and estate planning, elder care consulting, investment management and portfolio review, education planning and insurance/ risk management. He provides tax planning and tax compliance services to individuals, estates, trusts, partnerships, corporations and non-profit organizations. He assists attorneys and clients with estate and trust tax compliance and administration services.
Marc has the ability to find creative and realistic solutions that make a true difference in the lives of his clients. Recently, Marc assisted a business owner with estate and succession planning, transferring the family business to his children utilizing innovative tax-savings techniques. Marc's ability to look at the big picture also enabled him to help another client achieve financial independence within their desired time horizon. The retirement plan projections, and asset allocation and investment portfolio recommendations, helped this client achieve their goals with minimal risk exposure.
Marc attributes his drive and dedication to the inspiration of his father, who is a survivor of the Holocaust. His father's positive attitude, determination, and hard work throughout his life led him to be successful and content, despite experiencing incomprehensible challenges. He enjoys the simple things in life, and understands what really matters.
Marc grew up in Lancaster, Pennsylvania, and moved to Brooklyn, New York a year prior to graduating from high school. He currently resides in Springfield, Pennsylvania with his wife, Nancy. In his spare time, Marc enjoys listening to music, reading, playing golf, traveling and spending time with their three children and their grandson.
