Mark Mathers, CFP®, CSRIC^®
Partner, Managing Director

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Mark is a co-founder of the Beacon Pointe Waltham office, where he serves as Partner and Managing Director. With over 30 years of experience in private wealth management, Mark leads a team of dedicated professionals committed to helping families and individuals steward their resources with wisdom and purpose.

Grounded in faith and family values, Mark brings integrity, service, and stewardship to every client relationship. He is especially passionate about guiding clients in aligning their financial decisions with the principles that matter most to them.

Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered SRI Counselor℠ (CSRIC®).

Mark and his wife Kathleen live in Lynnfield, MA, and take great joy in their three children as they grow into young adulthood. In his spare time, Mark follows Liverpool FC and Gaelic football, still plays “old guy soccer,” and occasionally enjoys a round of golf.