Mark Primeau
Wealth Management for Catholic Families
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Serving Clients Nationwide
Wealth Management for Catholic Families
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Mark Primeau
Hi, I'm Mark Primeau. While many financial advisors see clients as a set of numbers, I see their values, their trajectory, and what they are trying to accomplish.My primary function as a wealth advisor for families in Northern Virginia and beyond is to understand where the client stands at any particular moment, and devise a strategy to lead them to where they want to be, using the financial tools available to them.
At the core of it, I am a problem solver. Before I became a financial advisor, I worked in various industries such as telecommunications, construction, energy, and consulting. Working with professionals and business owners in these industries gave me an understanding of what folks in these types of professions are looking for and what is important to them. But more importantly, I gained an ability to analyze and pinpoint solutions to problems of any kind, not just financial.
Today as a wealth advisor I take a consultative approach to help my clients address their financial concerns:
▪️ Wealth preservation
▪️ Tax mitigation
▪️ Effective wealth transfer to take care of heirs
▪️ Asset protection
▪️ Magnification of charitable gifts
I am married with four adult children, and a lifelong Catholic. When not working with clients, my wife and I enjoy life on our horse farm, volunteer at our church and enjoy beautiful Orange County, Virginia.
Affiliations
- Catholic Financial Planner Network
Primary Location
7900 Sudley Road, Suite 806 Manassas, VA 20109
Additional Locations
📍 302 West Boscawen Street Winchester, Virginia 22601
📍 502 North Royal Avenue Front Royal, Virginia 22630
📍 145 East King Street Strasburg, Virginia 22657
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a phone call or virtual meeting with an advisor, using our Calendly booking tool. Simply select a date and time that works, and we’ll reach out to you. We look forward to speaking with you.Offers Investment Management
Yes
About PrimeauMayer Financial
At PrimeauMayer Financial, we are Catholic financial advisors located in Manassas, Virginia. While we work with folks outside of the faith who share our values, our specialty is providing wealth management services to Catholic individuals, families, and business owners in Virginia and around the country.Faith-based mission
We believe that Catholic people deserve a Catholic wealth management process that incorporates their values, beliefs, and practices. As faithful Catholics ourselves, we are active in our church communities and navigate many of the same life challenges as our clients.
Wealth management services for Catholic families and others with shared values
Our firm provides the opportunity to build and maintain a comprehensive, customized wealth plan for Catholic families. Our approach is to understand deeply our clients’ goals and develop a tailored wealth strategy in line with the Catholic faith.
Serving families approaching retirement
Our clients have successfully built a foundation for their retirement planning, and now they look for the vision and planning to carry out their aspirations of financial independence and stewardship.
Your journey of Catholic financial freedom
As a provider of wealth management services in Virginia, we recognize that every journey needs a guide. Your desire to accomplish great things with the years ahead, matched with our commitment to give financial advice consistent with your Catholic belief system, can lead to tremendous outcomes.
Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC.
Education
University of Michigan - Stephen M. Ross School of Business, Bachelor of Business Administration - BBA, Accounting and Finance
Hobbies and Interests
- Church
- Family
- Horseback Riding
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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Write a Review
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First Conversation Success
Tim Mayer was very helpful in helping me to understand what my options were and the benefits and drawbacks of each. He was also upfront with his recommendations in a way that was respectful and candid, which is exactly why I sought his advice in the first place. Even in our first conversation he made a few small recommendations that, in minutes, put me in a better position that I was before the conversation began. Professional, respectful, collaborative, informative.
Great introduction to the services provided by Tim Mayer. . .
I appreciate his forward approach and transparency. Even though I can't make a financial commitment at this time, I will keep his prospectus on file!
Introduction call
I thoroughly enjoyed the initial call with Tim. Great background and knowledgeable.
Thank you for meeting with me.
Tim, Thank you for meeting with me. I feel you took adequate unrushed time explaining things to me, clarifying when I had a question, and reassuring me that you are being thorough and careful. With my income being very low and not covering expenses, it is an understatement to say that every dollar that I do have, counts and is important. I was also pleased Colin was present for the meeting since he has helped with the process of moving my money in and acclimating me to the process and website. I am grateful you and Mark have taken me on, especially knowing that I am not your typical client. Thank you,
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