The MandMarblestone Group Employee Directory
Financial ServicesPennsylvania, United States11-50 Employees
The MandMarblestone Group is a financial services firm based in Philadelphia, with a dedicated presence in the Northeast through a branch office in Boston. Established in 1975, the company focuses on designing, administering, and consulting on qualified retirement plans, emphasizing IRS-approved plan documents that aim to provide flexibility for changing business conditions while linking tax efficiency with retirement savings. Its client base includes business owners, accountants, investment advisors, and high net worth individuals, for whom the firm seeks to help maximize retirement savings and minimize current income taxes within ERISA guidelines. The organization operates with a team of experienced ERISA attorneys and in-house actuarial professionals, collectively offering specialized expertise to support comprehensive retirement plan solutions. The firm positions itself within the ERISA-focused segment of financial services, leveraging long-standing expertise to offer tailored retirement plan consulting and administration.