Meet Mark Beedenbender: Elite Financial Management in Annapolis
One of the best parts of our community at My Annapolis Office is getting to know our members — not just on a professional level, but personally as well. We recently had the chance to learn more about Mark Beedenbender and his company, and we hope you enjoy getting to know more about him too.
Trusted Financial Planner in Annapolis MD
Elite Financial Planning & Wealth Management, Inc is a registered financial service firm serving Maryland. As an independent Registered Investment Advisor (RIA), Mark acts as a fiduciary for his clients, which means he’s required to put their interests first and do what’s best for them — a level above the standard “suitability” rule many advisors follow. This is why so many people trust Mark for financial planning Annapolis solutions that put clients first.
Mark works closely with each client to understand their needs, develop elite financial strategies, and offer guidance to help them succeed. Whether you’re seeking annapolis wealth management or broader elite financial management, his focus is always on what’s right for you.
Mark’s Path: From Naval Officer to Edward Jones Edgewater MD and Beyond
Mark is a retired Naval Officer who once served as Associate Chairman of the Naval Academy’s Economics Department. After retiring, he worked for Edward Jones Edgewater MD and later with Charles Schwab Annapolis MD, managing more than 400 clients and $450 million in assets.
In 2015, Mark made the decision to become an independent financial advisor and formed what is now Elite Financial Group, using USA Financial as his broker-dealer and TD Ameritrade for custodial services. Being independent allows Mark to work free of sales quotas — focusing instead on delivering true fiduciary care for his clients.
Committed to Long-Term Relationships in Financial Planning Annapolis
As Mark approaches a milestone birthday, he’s committed to continuing his practice for at least another decade, driven by the trust and relationships he’s built. Many clients want him to continue guiding them through their later years, so Mark continues to prioritize those connections. Referrals are the backbone of his work — a true testament to quality financial planning Annapolis clients can count on.
Why He Chooses My Annapolis Office
Mark uses My Annapolis Office as his professional space to meet with clients who prefer an office setting over home visits. The flexibility to choose a day office or larger conference room makes it the ideal solution for his financial planner in Annapolis MD services — giving him a polished, professional environment to serve his clients’ best interests.
Teaching and Life Beyond Work
Outside of annapolis wealth management, Mark also teaches personal finance as an adjunct professor at Anne Arundel Community College, covering courses like “Basics of Investing,” “401k and IRA Distribution Options,” and more.
His wife works with Navy Football, so they travel to games nationwide — especially Notre Dame vs. Navy and the Army-Navy Game. Between teaching, family, and elite financial management, they stay busy but find time to enjoy Annapolis’s best spots like Carrol’s Creek, Lewnes, O’Leary’s, and the Chart House.
Staying Connected
While Mark’s financial planning Annapolis practice keeps him busy, he remains active on LinkedIn to stay in touch with former Naval Academy students and local professionals. Unlike some firms, he keeps social media minimal — instead focusing on personal connections and referrals.
If you’re looking for trusted annapolis wealth management, elite financial strategies, or guidance that puts your interests first, connect with Mark and his team today. And if you happen to be searching for wealth management Kannapolis, be sure you find an advisor who brings the same commitment to fiduciary care.
