Wealth Management

Our wealth management philosophy is a union of comprehensive financial planning and asset management. These two aspects of a successful financial future are inseparable, and in turn we have made them the cornerstones of our firm’s mission: To guide our clients in all aspects of their financial lives to help them enjoy a quality of life that they’ve only dreamed about.

Our process begins with a 360-degree review of your financial life.

Our team is intimately aware of the intersection of the money and the person, and spends considerable time and energy to bridge the “behavior gap,” the difference between the returns of an investment and the returns of the investor. We help you put aside emotion and focus on the numbers, a difficult process that can often lead to eye-opening opportunities.

As we get to know you, we begin to develop your personal Retirement Gameplan.

This process allows our coaches to develop the blueprint and framework that serves as a basis for not only your relationship with our firm, but provides the context and roadmap for the critical decisions you will face both pre- and post-retirement. The Gameplan process consists of a series of “modules” culminating in a comprehensive financial plan and a recommended investment strategy.

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The team atmosphere and opportunity for personal and professional growth is what drew Meghan to Financial Coach and now, over three years later, Meghan has obtained her CERTIFIED FINANCIAL PLANNER™ certification and serves as an Associate Wealth Advisor where her duties revolve around the client experience. As a CFP® Practitioner Meghan is required to ensure that client interests are put first and that … » READ MORE

Meghan Tait CFP®
Associate Wealth Coach
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Money can be a taboo topic, it’s something we’re told not to discuss in public and that it’s bad manners to compare wealth. And those rules still apply to the Thanksgiving dinner table, but at Financial Coach, Carmen strives to let people feel comfortable with the topic. “The feeling I want someone to get is that yes, finances can be … » READ MORE

Carmen Mulhern
Events Coordinator
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Jeff began his career in 1999 with a small local insurance company, but knew something was missing in his career. In a world where bottom lines were more important than customer satisfaction, he craved an opportunity to be a more holistic planner for his clients and not try to hit a sales goal. “I knew that being more comprehensive was … » READ MORE

Jeff Mastronardo CFP®, CHFC®
Vice President, Senior Wealth Coach
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Mike is the Chief Investment Officer and a Senior Advisor at Financial Coach. With over 25 years of industry experience, Mike has worked at major financial institutions such as The Vanguard Group, Blackrock, the National Stock Exchange, JPMorgan, and Susquehanna International Group.  His perspective has been shaped by serving in a variety of leadership roles at these diverse firms. “In the … » READ MORE

Michael Traynor CFA®, MBA
Chief Investment Officer, Senior Wealth Coach
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As the leader of the Financial Coach team and an experienced industry professional having worked at such firms as ING Variable Annuities, Merrill Lynch, and BB&T Investments, Owen takes pride in being able to connect with clients one-on-one and clearly walk them through the ins and outs of financial planning. A former college lacrosse All-American and current triathlete, one of … » READ MORE

Owen F. Mulhern, IV CFP®
President, Senior Wealth Coach
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While she now smoothly runs operations, marketing, and compliance for Financial Coach, Becky started her career as a journalist and didn’t know retirement planning would become the field for her. But under the tutelage of the team she found her calling, and she knows they can make it clear for you, too. “Retirement planning is something everyone relates to whether … » READ MORE

Becky Mulhern RP®
Compliance and Marketing Coordinator