J. Mark Joseph
CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
Financial Advisor
J. Mark Joseph
CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Sentinel Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - J. Mark Joseph, CPA/PFS, CFP®, ChFC®, CLU®, CAP®, CASL®
Fee-Only financial planner located in Reston, VA, serving clients locally and across the country
J. Mark Joseph is a Reston, VA fee-only financial planner. Sentinel Wealth Management provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, J. Mark Joseph is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
J. Mark Joseph is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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J. Mark Joseph is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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J. Mark Joseph is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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J. Mark Joseph is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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J. Mark Joseph is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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J. Mark Joseph is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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J. Mark Joseph is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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J. Mark Joseph Holds the Chartered Advisor in Philanthropy® (CAP®) DesignationThe Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
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J. Mark Joseph is a Chartered Advisor for Senior Living (CASL)CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Contact J. Mark Joseph
Office Locations:
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11710 Plaza America Dr Ste 130
Reston, VA
