Mark Primeau
Wealth Management for Catholic Families
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More 
PrimeauMayer Financial
Mark Primeau
Manassas, VA
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
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
