J. Mark Joseph| CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
J. Mark Joseph is a Fee-Only Financial Planner serving Reston, VA, McLean, VA, Great Falls, VA, Fairfax, VA, Bethesda, MD, Potomac, MD, Chevy Chase, MD, Washington, DC and all surrounding areas. Sentinel Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. J. Mark Joseph is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
J. Mark Joseph received his Bachelor of Science (BS) and Master of Science (MS) in Accounting/Taxation from the University of Virginia (UVa). After graduating from UVa Mark began his financial career with a big five accounting firm, where he provided financial planning and tax counsel to ultra high net worth individuals. Prior to founding Sentinel, Mark was a Partner and Managing Director of the Washington, D.C., office of a large financial advisory firm with several billion dollars under management.
With Mark’s 20+ years of experience in financial planning, his expertise has been recognized throughout the financial services industry. Mark has been listed as a top financial advisor in publications such as Washingtonian magazine, Northern Virginia Magazine and the Washington Business Journal. In addition to being published in The Journal of Financial Planning, Mark has been quoted by many media outlets including, the Wall Street Journal, the New York Times, Money Magazine, USA Today, Kiplinger’s Finance magazine and US News and World Report.
Mark is involved in the community consulting with and serving on the Boards of Directors for various non-profit organizations. When not crunching numbers, you might run into him at a Nationals game, local comedy show or country music concert. Mark, his wife Karen and their three children live in Herndon, VA.
Sentinel Wealth Management’s singular focus is on helping you expertly grow, steward, and protect your personal wealth to help you realize your goals and dreams. We consider it a privilege to be entrusted with both your finances and your financial dreams as well.
We strive to help you clearly define your long-term goals as the foundation for the careful, comprehensive counsel we provide to help you achieve them. Because planning for our clients’ financial lives is generally complex, we have assembled a team that is both highly experienced and credentialed. We are equipped to manage the most complex of financial plans.
In order to deliver the high level of service that our clients deserve, a key component of Sentinel’s business model is to limit the number of clients that we serve so that each person receives exceptional service.
In an industry fraught with conflicts of interest, Sentinel takes a fresh approach – we refuse to accept any commissions at all. Instead, we charge a simple and fair fee for our services. No commissions or hidden fees will take you by surprise here. So you can rest assured that Sentinel has no incentive to give you advice or invest your money in any financial product in order to earn a commission. Without this inherent conflict of interest that plagues so much of our industry, we will help you make financial decisions according to what is best for you and only you.
You will quickly discover that we’re anything but shy. We believe that frequent and open communication is an important part of every client relationship. This ongoing and frequent communication allows us to continually adapt to meet the ever-changing goals and expectations of our valued, long-time client base. So you can count on us to help you prepare for the future – well into the future.