Mid-Atlantic Financial Group
Join Our Firm
At Mid-Atlantic Financial Group, we believe that success starts with support. Whether you’re just beginning your journey in financial services, transitioning from another career, or bringing years of experience to the table, our team is here to meet you where you are—and help take you where you want to go.
Why Join the Mid-Atlantic Financial Group?
Download Inexperienced PDFFor recent college graduates and career changers, we provide hands-on training, mentorship, and the foundational tools needed to launch a lasting career. For seasoned Advisors, we offer the resources, infrastructure, and strategic guidance necessary to accelerate growth, expand your team, or even rebrand your business under your own DBA.
No matter your background, our leadership team is deeply invested in your development. From day one, you’ll have access to a collaborative environment, ongoing education, marketing support, and dedicated professionals who are truly committed to helping you build a practice that reflects your values and vision.
At Mid-Atlantic Financial Group, you’re not just joining a Firm—you’re gaining a partner in your success.
The Right Support From Day One
Behind every successful advisor is a strong support system — and at Mid-Atlantic Financial Group, that support runs deep. Hear from our leadership team about how we guide advisors through every step of the transition process, from developing a thoughtful strategy to managing the operational details of onboarding, all with the goal of protecting client relationships and positioning your practice for growth.
You’ll also hear directly from advisors who chose to join Mid-Atlantic Financial Group and how their practices have grown as a result. For experienced advisors evaluating their next chapter, it’s about alignment, momentum, and building something bigger with the right team behind you.
Supporting Advisors Through Practice Acquisitions & Succession
Regional Director Vanessa Echeverria shares insight into how Mid-Atlantic Financial Group supports advisors who join the Firm through practice acquisition.
From transition planning and operational integration to marketing, onboarding, and long-term growth strategy, Vanessa outlines the structured support our leadership team provides to help make acquisitions smooth and successful.
At Mid-Atlantic Financial Group, acquisition isn’t just about expanding a book of business — it’s about building sustainable growth with the right infrastructure, guidance, and partnership behind you.
If you’re exploring growth through acquisition, we’re here to help you navigate the process with confidence.
The Opportunity in Acquiring Practices: Why Now is the Time to Buy
The current landscape offers a unique opportunity for Advisors to expand through acquisitions. With an aging advisor population, attractive valuations, and creative financing options, now is the time to buy, and here is why:
1.
Demographic Shift = More Sellers
Aging advisor population: 40%+ of advisors plan to retire in the next decade
Many lack succession plans, creating prime acquisition opportunities
Demand for seamless client transitions is at an all-time high
2.
Valuation & Deal Structuring Advantage
3.
Instant Growth & Scale
Immediate increase in AUM and revenue
Leverage operational efficiencies to boost profitability
Expand client base with built-in relationships
4.
Monetization & Long-Term Wealth Creation
Increase enterprise value of your own practice
Potential for significant ROI with strategic integration
Create an exit plan with a much higher valuation down the road
5.
Competitive Advantage & Industry Positioning
Firms actively acquiring now will dominate the next decade
Firms actively acquiring now will dominate the next decade
Attract top-tier talent looking for stability and growth opportunities
NOW is the time to take action and position yourself for the next wave of growth!
At Mid-Atlantic Financial Group, acquisition isn’t just about expanding a book of business — it’s about building sustainable growth with the right infrastructure, guidance, and partnership behind you. If you’re exploring growth through acquisition, we’re here to help you navigate the process with confidence.
Free Downloadable Resources
Tools to Help You Grow Your Practice
Access powerful, advisor-focused materials—absolutely free. From teaming strategies and growth insights to advisor benefits and business-building tools, these downloadable PDFs are designed to help you succeed at every stage of your journey.
Advisor Testimonials
Real Stories. Real Results. Trusted Relationships.
Join the firm as a
Experienced Advisor Hire

Derilyn Freeman
CFP® (Estia Focused Financial)
Tysons Corner, VA
What drew me in was the financial planning culture and the inspiring community of advisors building successful, fulfilling businesses. Making the transition sparked a long-term commitment in me — to professional growth, leadership, and ultimately forming our brand, Estia Focused Financial. It’s been truly life-changing. I’m so grateful I took the leap and trusted both my instincts and the incredible leaders at the Mid-Atlantic Financial Group, who believed in what was possible even before I fully did.

Kyle Tosh
CFP®, ChFC®
(Old Line Wealth Partners)
Newark, DE
I came from a wirehouse where questioning the status quo wasn’t exactly encouraged. At Prudential, leadership not only supports us — they actively challenge us to grow, think independently, and step outside our comfort zones. Taking the leap during the throws of COVID was a risk, but it allowed me to transform my business, which has given me the freedom to be more present for my young family.

Nazzareno Spurio
CFP®

Charlotte Huger
CFP®
(Pillar Wealth Partners)
Alexandria, VA
Transitioning to the Mid-Atlantic Financial Group has been a significant upgrade for our practice. The immediate credibility gained from Prudential’s established brand, coupled with leadership’s strong emphasis on teaming and financial planning, perfectly aligns with our goals. Additionally, gaining access to external resources like trainings from Sten Morgan and Matt Jarvis has truly accelerated our growth by years compared to where we would have been.

Morgan Watson
(Frame Wealth Partners)
Baltimore, MD
When evaluating firms, it was critical for me to partner with an organization that would help me effectively and efficiently transfer my clients, provide marketing support and encourage open architecture in both products and providers. It was critical for me to find a firm where the leadership’s role was to “clear the path” of obstacles and distractions so that I could focus solely on growing my practice. Working with the leadership team at the Mid-Atlantic Financial Group has been a game-changer for our brand. From the very beginning, they took the time to understand our vision and values, then helped us translate that into a cohesive and compelling brand identity. They provided the guidance and expertise to help us clarify our message, elevate our visual and virtual presence and connect more authentically with our clients.
Join the firm as a
Career Development Program

Matthew Koppelman
WMCP® (Precision Wealth Planners)
Bethesda, MD
Going through the Career Development Program helped me grow as an advisor by strengthening my ability to collaborate across teams and leverage experienced mentors. The program provided access to resources and coaching that were there when I needed them, without forcing a one-size-fits-all approach. Most importantly, it gave me the flexibility to build my practice in a way that reflects my values and my clients’ needs.

Matthew DeMartino
ChFC®, CLU® (Integrated Wealth Advisors)
Tysons Corner, VA
I joined Mid-Atlantic Financial Group through the Career Development Program with no prior experience in financial services. Over the past 16 years, I’ve grown from a new hire into the leader of a thriving practice, thanks to ongoing mentorship, targeted training, and meaningful support from both Mid-Atlantic and Prudential. As I continue to build Integrated Wealth Advisors, the guidance and resources I receive are tailored to my goals—helping me lead a growing team and deliver real impact to the clients we serve.

Chris Schiesser
CFP®
Baltimore, MD
Before joining Prudential Advisors, I was working in the restaurant business with limited financial experience, but the Career Development Program gave me the tools and support to build a thriving practice. Nearly 12 years later, I’ve found not just a career, but a family—leadership genuinely cares about your growth and success. This opportunity has allowed me to provide for my family in ways I never imagined, and I’m truly grateful I made the decision to join.

Trinity Hammerschmidt
(MainBridge Wealth)
Tysons Corner, VA
The Career Development Program was a game-changer. I came in with no prior experience, and the program provided the structure, support, and confidence I needed to succeed as a young advisor. The leadership and training I received truly helped jump-start my career, and I continue to grow everyday thanks to the ongoing development opportunities.

Courtney Brobst
(Old Line Wealth Partners)
Newark, DE
I started my career in the CDP Program at Prudential as a young financial planner, and I’ve really enjoyed the opportunity to run my own business with strong leadership and support behind me while also being given the flexibility of building my personal brand. The program allows me to learn and grow alongside my peers while also gaining insights from more experienced professionals. Knowing that I’m supported while also being held to high expectations—both by others and myself—gives me confidence that Prudential provides the tools and environment for success.

Aaron Schmerling
(Steerpath Wealth)
Pikesville, MD
I joined Prudential Advisors right out of college with no experience in financial planning—just a strong drive to succeed and a desire to make a difference. The Career Development Program gave me the foundation, mentorship, and confidence to grow, and today I run a thriving, independent practice helping clients achieve their financial goals. Looking back, joining this firm was one of the best decisions I’ve ever made—it set the course for a career and life I’m proud of.
LPLE and LPL Financial are not affiliated with Estia Focused Financial, Pillar Wealth Partners, Frame Wealth Partners, Precision Wealth Planners, Integrated Wealth Advisors, Steerpath Wealth, MainBridge Wealth, Old Line Wealth Partners, Mid-Atlantic Financial Group Prudential Advisors or Prudential.
Let’s Build Your Financial Career Together
Interested in talking more? Reach out to our Business Development Manager, Zoya Burgess!



























