Aurelius Family Office
Mark Witaschek
Founder & Managing Principal
Financial Advisors
About Mark
Mark is the founder and managing principal of Aurelius Family Office LLC. He is also the lead financial planner for a seasoned client management team that prides itself on achieving the best possible results for a given set of client opportunities and goals. With more than four decades of work in comprehensive financial planning, he is energized by the client successes he sees and continues to improve the team’s offerings, always striving to exceed expectations.
Legacy & Credentials
From his early education to his leadership roles and professional affiliations, Mark’s path demonstrates a lasting commitment to advancing financial planning as a profession.
Education
- Plymouth State College
Professional History
An enthusiastic part of the Financial Planning profession since its early days in 1982, Mark most recently directed the New Hampshire team of McLean Asset Management Corporation as Senior Vice President of Financial Planning for more than 13 years. Working with many lifelong clients and a long-term, seasoned team of financial planning experts at Aurelius Family Office will optimize the goal of helping clients execute “Financial Planning for Every Stage of Life”.
Professional Certifications & Affiliations
- Member, Financial Planning Association
- Member, New Hampshire Estate Planning Council
Greatest Professional Satisfaction
Having a client walk out of a meeting and say to me, “Working with you has made my life better.”
Community Involvement
Mark has served as a board member of several community organizations, including Breathe NH, the Manchester Historic Association, the Allocations Committee of Granite United Way, and Stage One Productions as president. He is an alumnus of the Leadership Greater Manchester program. Mark serves as a Eucharistic Minister at his parish, St. Elizabeth Seton. A former Emergency Medical Technician, he combined service with a passion for skiing as a ski patroller for a number of years.
Greatest Personal Satisfaction
Growing with my family, teaching and learning with them; my wife and seven children are such an incredible blessing. Our youngest has more to love, an extra chromosome, along with medical challenges; our entire family is richer for the gifts she offers daily!
Guidance Starts Here
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