Helping Corporations and Individuals with their Financial Plans for Over 30 Years
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only high quality information, services, and products to help you reach your goals.
We’re determined to help you form your life’s financial success story and put in place the key elements that protect the foundation for your family and/or business. We take each client through a streamlined process to create perfectly aligned financial plans.
Mark L. Betlow | Principal
Mark has been in the financial services business for over twenty years. Prior to starting The Aigis Group, Mark was the CEO for Beacon Advisory Services, which provided insurance and financial planning solutions to high net worth individuals and corporations. He also spent 15 years at The Betlow Company as a Principal delivering financial strategies and estate planning solutions to his clients. Prior to that, he was an Associate at Heritage Financial group and began his career as an Associate at Summit Financial Resources.
Throughout his career, he has received numerous industry awards and has been recognized as a leading agent for several of the companies that he represents. Specifically, Mark has been retained by some of the top executives and CEOs in corporate America, leading law firms, private equity firms, family-owned businesses, and publicly traded companies to consult with their executives and employees in structuring a sound corporate benefits program, while simultaneously integrating those benefits with personal planning items.
Mark is a Registered Representative of Hornor, Townsend, & Kent, LLC (HTK) and a graduate of Muhlenberg College in Allentown, PA. He is an active panelist and speaker for McKinsey & Company. Mark is a participant in various charitable organizations including the Hopes & Heroes Children's Cancer Fund and the Juvenile Diabetes Foundation.
Email : mbetlow@TheAigisGroup.com Tel: (973) 805-6991
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