Mid-Atlantic
Financial Group
Mid-Atlantic Financial Group
Empowering Your Financial Journey with Trusted Guidance
Plan and book your perfect trip with expert advice, travel tips, destination information and inspiration.
Who We Serve
Explore Our Services
At Mid-Atlantic Financial Group, we offer a comprehensive range of financial services to support your short- and long-term goals:
Retirement Planning
Wealth Management
Life Insurance
Estate & Legacy Planning
Business Strategies
Education Funding
Mid-Atlantic Financial Group
Why Choose Us?
At Mid-Atlantic Financial Group, we provide personalized financial planning solutions built on trust, expertise, and long-term relationships. As part of the Prudential Advisors network, our mission is to help individuals, families, and business owners across the Mid-Atlantic region achieve clarity, confidence, and control over their financial future.
Whether you’re saving for retirement, planning your legacy, or growing your wealth, our team of experienced professionals is here to guide you every step of the way.

Our Mission
Guiding You Toward a Stronger Financial Future
Your future deserves a solid plan. At Mid-Atlantic Financial Group, we help you build a personalized roadmap for retirement, grow your assets with strategies aligned to your goals, and protect what matters most through life insurance, income protection, and long-term care solutions — all backed by the strength of Prudential.
Client's Feedback
Real Stories. Real Results. Trusted Relationships.

Annette Quigley
Financial Planner
“As I transitioned to Prudential from my previous broker dealer, I knew it would be undeniably scary, disruptive and difficult. After interviewing with multiple companies, I decided on Prudential. They aligned with my values, helped streamline the onboarding of my existing clients, have an innovative environment, along with a clear and developed organizational structure and culture that invests in their employees. This made my choice a simple one. As my practice continues to grow, I look forward to many more successful years as part of the Mid-Atlantic Financial Group!”

Matthew Koppelman
Financial Planner
“After a total of thirteen years in the luxury hotel business, I interviewed with the Mid-Atlantic Financial Group in late 2020, completed my licensing requirements in spring of 2021, and finished as the number one Rookie Advisor in the Eastern Territory for 2022. As a ‘career-changer’, it was extremely important for me to join an agency that would provide me with the resources to continue learning beyond my licensing and designation exams. Whether it’s leveraging internal marketing strategies to drive business to my practice or using our monthly webinars to bring value to my clients, I know I have the resources to make my business successful.”

Morgan Watson
Financial Planner
“Making a transition from leadership back into personal production after 20 years would have been a much tougher decision if I hadn’t seen all the marketing and infrastructure support that Mid-Atlantic Financial Group provides. Joining an office that actively supports, mentors, and advances your practice is an absolute game changer and the community of thought leaders and support helps my practice continue to grow and thrive.”
Let’s Build Your Financial Future Together
Schedule a no-obligation consultation with a Mid-Atlantic Financial Group advisor today. Together, we’ll create a strategy that grows with you—because your financial goals deserve expert attention.

























