Mid-Atlantic Wealth Advisory Group

Mid-Atlantic Wealth Advisory Group A financial advisory firm offering indiv. wealth mgmt. & retirement, business solutions/benefits,tax & savings strategies, protection and estate planning.

Mid-Atlantic Wealth Advisory helps individuals and business owners nationwide alleviate financial stress and plan for the future. As an independent, fiduciary firm, we always act in your best interests. We leverage our Grow and Protect philosophy to capitalize on growth opportunities while protecting against potential risks to maximize value and minimize exposure in your financial decisions. We un

lock your retirement dreams with strategic plans and time-tested processes that turn your aspirations into reality. From retirement coaching to comprehensive wealth management, we deliver tailored solutions that provide clarity and direction through every phase of life. We're your first call for life's major decisions, acting as your personal CFO to keep your financial goals on track, so you can fully enjoy life. We empower you to confidently navigate your financial life while knowing you're supported by a reliable partner invested in your future. Whether you're planning for retirement, managing investments, or creating a lasting legacy, our dedicated advisors are here to provide strategic guidance for your unique financial journey. Securities and Investment Advisory Services offered through Simplicity Investments. Securities Dealer, Member FINRA/SIPC; Simplicity Wealth, Registered Investment Advisor; 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080.

Markets remain under pressure as geopolitical risks rise, with news that Iran-backed Houthis have entered the conflict d...
03/30/2026

Markets remain under pressure as geopolitical risks rise, with news that Iran-backed Houthis have entered the conflict dampening hopes for de-escalation and keeping investors focused on oil prices, yields, and equities. Chief Investment Officer Gene Goldman breaks down why this week’s key economic data will be critical in showing how resilient the economy is amid these headwinds in . https://cetera.com/the-week-ahead

Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S....
03/24/2026

Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand. Learn more in the latest outlook. Click here to read more:

Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand. Learn more in our latest outlook.

Markets often shake off wars—but this time may be different. Elevated oil prices, a stronger dollar, and stretched valua...
03/23/2026

Markets often shake off wars—but this time may be different. Elevated oil prices, a stronger dollar, and stretched valuations are colliding. With energy supply risks rising, volatility could persist. CIO Gene Goldman breaks down why discipline and persistence matter most in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Financial Watch here:
03/19/2026

Read the latest issue of Financial Watch here:

Whether you’re just starting out on your wealth-building journey or closing in on retirement, you want to build and retain wealth at any age. In this month's Financial Watch find out what tips can help you remain on track toward your goals at every stage of life.

Markets are navigating heightened geopolitical risk—but this week’s Fed meeting could be an important source of stabilit...
03/16/2026

Markets are navigating heightened geopolitical risk—but this week’s Fed meeting could be an important source of stability. With interest rates expected to remain unchanged, inflation still above target, and markets closely watching Chair Powell’s tone, policy signals matter more than ever. On this week’s , CIO Gene Goldman breaks down what to expect from the Fed, how the Dot Plot may evolve, and why the meeting could help support markets amid ongoing volatility.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Retire Wise here:
03/10/2026

Read the latest issue of Retire Wise here:

In a recent survey, 78% of retirees say they’re confident they will have enough money to live comfortably throughout retirement. Learn what retirement confidence really means in this month’s Retire Wise.

Oil prices have surged — and the ripple effects are extending well beyond the energy market. With supply disruptions nea...
03/09/2026

Oil prices have surged — and the ripple effects are extending well beyond the energy market. With supply disruptions near the Strait of Hormuz, inflation risks rising, and potential implications for Fed policy and economic growth, investors are reassessing what comes next. In Cetera Investment Management Team's latest commentary, they break down what’s driving the oil spike, why it matters for markets, and how investors can stay focused amid volatility. Read now:

Oil prices have surged — and the ripple effects are extending well beyond the energy market. With supply disruptions near the Strait of Hormuz, inflation risks rising, and potential implications for Fed policy and economic growth, investors are reassessing what comes next. In our latest commentary...

Markets often shake off geopolitical shocks — but this time, volatility may stick around longer. With oil prices surging...
03/09/2026

Markets often shake off geopolitical shocks — but this time, volatility may stick around longer. With oil prices surging, the dollar acting as a safe haven, and valuations already stretched, uncertainty is creating stronger headwinds for investors. On this week’s , CIO Gene Goldman breaks down why the Iran conflict could keep volatility elevated, what market signals matter most right now, and what investors should be watching next.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In the Cetera Inves...
03/03/2026

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In the Cetera Investment Management Team's latest commentary, they unpack what’s behind the recent market reaction, why volatility may be higher this time, what they’re watching next, and why discipline and diversification matter most in uncertain environments. Read here:

Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In our latest commentary, we unpack what’s behind the recent market reaction, why volatility may be higher this time, what we’re watching next, and why discipline and diversification matter mos...

This Monthly Recap summarizes market performance, major events and news from February 2026. Read more here:
03/03/2026

This Monthly Recap summarizes market performance, major events and news from February 2026. Read more here:

The three major U.S. equity averages finished mixed in February with the S&P 500 down a second time in the past three months and the Nasdaq Composite (-3.33%) posting its worst month since March 2025. Investors shifted out of Big Tech mega cap stocks and rotated into cyclical-based sectors and other...

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. Read the...
03/02/2026

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. Read the Cetera Investment Management Team's latest commentary.

Geopolitical headlines are adding a new layer of uncertainty for investors, but markets are showing resilience. In our latest commentary, the Cetera Investment Management team breaks down the recent escalation in the Middle East, what it could mean for energy markets and inflation, and why global eq...

Address

487 Devon Park Drive, Suite 202
Wayne, PA
19087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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