MARK ATHERTON, CFP®

Mark Atherton

Mark Atherton, CFP®

Partner, Chief Executive Officer

Mark is a CFP® practitioner.  He began his career in Financial Services with Allstate Insurance Company in 1984 and has been involved in financial planning since 1989.  Washingtonian Magazine has named Mark as one of the top financial advisers in the region in November 2014, 2015, 2016, and 2017. He has also been named multiple times as a “Expert Financial Advisor” by Northern Virginia Magazine and has received a “Premier Wealth Advisor” award by Washington Business Journal in 2014, 2015, and 2016.

Education:

  • B.S. degree in Finance, Virginia Tech, Blacksburg, VA.
  • Graduate Certificate in Financial Planning, Georgetown University
  • Alpha Tau Omega  Thomas Arkle Clark National Leadership Award
  • 2- year Cooperative Education (Work/Study) completed with Internal Revenue Service as a Field Auditor

Professional Background:

  • President, ClearLogic Financial, Inc. – Comprehensive Financial Planning Services
  • Director, Financial Systems Consulting
  • Director, Risk Management, Insurance and Benefits Consulting with Sedgwick Insurance
  • Regional Sales Manager with  Allstate Insurance Company
  • Field Auditor – Internal Revenue Service

Community and Industry Activities:

  • Past President and current Boardmember- Special Love Foundation for Children with Cancer
  • Vice President – Board of Directors, Wolftrap Meadows Homeowners Association
  • Former Chairman – Special Olympics –Area 23, Northern Virginia

Professional Associations:

  • National Association of Personal Financial Advisors (NAPFA)

Personal Information:

  • Mark grew up in Roanoke, VA and currently lives with his wife and three teenage children in Vienna, Virginia. He enjoys cycling, golf, and family travel. He has also coached youth basketball, volleyball, and baseball. He participates in various charitable and community activities.

Publications:

Quoted in: The Wall Street Journal, MONEY Magazine, NARFE Magazine, Dow Jones Newswires, Northern Virginia Magazine, and NAPFA Advisor.