TFG opens the door
to a successful retirement
by creating a strategy that:

  • Replaces your paycheck
  • Protects against paying too much tax on your IRA or 401(k)
  • Protects you against non-financial issues that could destroy your retirement
  • Balances managing your retirement and helping your parents or children

Meet our Investment Management Team

mark friedMark Fried
President
TFG Wealth Management

Mark Fried, Philly’s Financial Expert, is best known for his ability to “make sense” of finance and clarify the “big financial picture” for his clients and community in easy-to-understand terms. Over the course of his twenty-plus-year career, Fried has been part of the ever-changing financial services industry and has now made it his mission to educate area residents on the external influences that can have a significant impact on a personal financial strategy. Fried opened the doors to his independent financial advisory firm, TFG Wealth Management in 2005 in an effort to help others deal with the uncertainties that can come in life and with retirement. He built his firm on three core values: control, security and freedom, all of which he strives to provide each of his clients.

In addition to having more than two decades of experience in the financial services industry, Fried is an Investment Advisor Representative and is licensed in life and health insurance. He has also earned and continues to maintain the prestigious CHARTERED RETIREMENT PLANNING COUNSELOR™ designation from the College of Financial Planning. This designation confirms his expanded knowledge of pre-retirement and post-retirement planning strategies including topics relating to retirement income planning, employer-sponsored retirement plans, tax planning, estate planning, asset management and more. Fried has also committed himself to the advanced study of IRA planning strategies through the Ed Slott Elite IRA Advisory Group™ led by nationally acclaimed IRA expert Ed Slott. He is also a guest contributor and expert with the organization. Fried also has a special interest for veterans’ affairs and has become an Accredited Veteran Service Officer of the Department of Veterans Affairs (VSO). Through this accreditation, Fried assists the veterans of Pennsylvania and their families with the qualification and application process for government financial assistance programs. Continuing his mission to educate area residents, he is also certified to teach continue law education (CLE) courses for attorneys through the Bucks County Bar Association.

As a financial educator, Fried regularly lectures on senior and eldercare issues at assisted living facilities and nursing homes in the greater Philadelphia area. He also holds regular educational seminars for pre-retirees and retirees on timely wealth management issues. Fried’s community involvement includes serving as the Vice Chairman of the Lower Makefield Planning Commission. He recently participated in a 100-mile charity bike ride with all proceeds going to the LIVEStrong Foundation and its global fight against cancer. As a result of his charitable work and professional excellence, Fried was named “Man of the Year” in 2009 by the Federation of Jewish Men’s Clubs.  He is also a member of the Lower Bucks County Chamber of Commerce.

Prior to founding TFG Wealth Management Fried served in a number of diverse roles, most notably as the Director of the Pennsylvania Economic Development Authority. Additionally, he was Vice President in the Investment Advisory Department of W.H. Newbold and Son, President of Stone Bridge Trust Company, Executive Vice President of Stone Bridge Mutual Funds, a private investment manager with an investment group that advised a fortune 400 family, and former owner of a benefits, 401(k) and human resources company which assisted hundreds of small business owners on the east coast with their company benefits and 401(k) programs.

Mark holds a master’s degree from the University of Pennsylvania and a bachelor’s degree from Columbia University. He has been married to his wife for nearly twenty years, and together they have two children. In his free time, Mark enjoys cycling, golf and traveling.

 

Geoffrey A. Frazier, CFP®, ChFC®, CLU®, 
President
Managing Member & Relationship Director
CERTIFIED FINANCIAL PLANNER™ professional
Chartered Life Underwriter
Principal of Global Financial Private Capital, LLC

As President, Mr. Frazier heads the team of Financial Planning professionals and Relationship staff at Global Financial Private Capital, LLC. He is also a founder of GF Investment Services, LLC, co-founder of Global Financial Private Capital, LLC, and GFA Wealth Design, LLC.

Mr. Frazier is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, and a member of the CFA Institute. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Promoting the highest ethical standards and offering a range of educational opportunities online and around the world, the CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. Professionals earning these designations adhere to codes of ethics, compliance procedures, and ongoing education requirements in addition to the strict requirements of the SEC and FINRA.

In 1989, he received his Bachelors of Science Degree in Finance with a minor in Actuarial Science from the University of Florida. Immediately after receiving his Bachelors degree, he began his career with a brokerage firm, but soon realized the many limitations of being a single line financial advisor. He is a member of the Financial Planning Association (FPA), the Society of Financial Service Professionals (SFSP), and the Association for Advanced Life Underwriters (AALU). To learn more about Global Financial Private Capital visit their website at www.gf-pc.com

 

William T. Spiropoulos
President and CEO
CORESTATES Capital Advisors

Bill has been involved in the securities industry since 1978. He acquired CoreStates in January 2006, to offer advisory services to institutional and public sector pension plans and to offer comprehensive wealth management services to individuals who understand the responsibilities and complexities that wealth entails. He is the lead consultant concerning financial engineering and portfolio management at CoreStates and chairs the Investment Committee. Prior to CoreStates, Bill spent the majority of his investment career at Smith Barney, where his area of expertise was portfolio management for institutional and high-net-worth individual clients. Most recently, Bill was named to the Board of Directors for Schwab Institutional new Advisory Council for Advisors Turning Independent. Bill also appears regularly on CNBC's "Squawk Box" and Bloomberg Television's "Morning Call" to provide his thoughts on the markets.   To learn more about Corestates Capital Advisors visit their website at www.corestates.us.