Our Founder

Mark J. Gold

Phone: (301) 656-1942
Email: mgold@thegoldgroup.net

Mark is an advisor to affluent individuals, family-owned businesses and privately held companies for over 35 years. He is recognized for his experience in the area of wealth preservation and business succession planning.

Mark is a member of the Association of Advanced Life Underwriters, the leading legislative organization in the life insurance industry, where he serves on the Legislative Circle Program Committee. In addition, Mark is a member of the Affinity Group and the National Association of Insurance and Financial Advisors (NAIFA).

Mark’s current practice focuses on large family-owned businesses and wealth transfer planning. To provide the broad range of services his clients may need, Mark formed strategic alliances with Focus Investment Bank, PNC Wealth Management, BNY Mellon, and Employee Benefits Group. Over his career, he has developed and maintained relationships with all the top insurance carriers. These alliances and relationships enable him to develop appropriate strategies to help meet each client’s individual objectives.

Mark has distinguished his career with professional accomplishments and community service. He serves as Chairman of the Board for St. John’s Community Services, which is the oldest and one of the largest non-profit organizations in Washington, DC. In addition, Mark is a member of KidSave which is a non-profit organization working to move older children out of orphanages and foster care into permanent, loving families.

Mark has been married for 38 years and has four children. In his spare time, Mark enjoys golfing, riding horses, traveling and spending time with family at his beach home.