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P.O Box 326, Norwell, MA 02061

781-829-8868
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Mark D. Alpert, CPA, MST

Wealth Manager

781 829 8868

mark@alpertfinancial.com

Mark graduated from Lehigh University in 1976 with a Bachelor of Science Degree in Business and Economics with a major in Accounting. Mark earned a Masters Degree in Taxation from Bentley College in 1986. Mark earned the CPA (Certified Public Accountant) designation in 1979. Mark is a registered representative of LPL Financial. He has successfully completed his Series 6 (Investment Company Products / Variable Contracts Limited Representative Exam), Series 63 (State Securities Law Exam) and Series 7 (General Securities Representative Examination) registrations, which are held through LPL Financial and Series 65 (Uniform Investment Advisor Law Exam) registration which is held through Private Advisor Group. Mark is also licensed for health and life insurance with the Commonwealth of Massachusetts Division of Insurance.

Mark has been providing accounting and tax services to small business and individuals since 1979. Mark is a member of the American Institute of CPA's and the Massachusetts Society of CPA's.

Mark is married and resides in Norwell, Ma. with his wife, Karen. When not working with clients, Mark enjoys dining out and playing pickleball  with his wife. He also looks forward to seeing and sharing a laugh and a story with his adult children and grandchildren, his daily workout routine and a relaxing walk, swim or round of golf.

Accounting and tax services are not provided through LPL Financial.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.