Mark Primeau

Wealth Management for Catholic Families

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PrimeauMayer Financial Mark Primeau
Manassas, VA

Serving Clients Nationwide

Wealth Management for Catholic Families

29 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

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

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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Outstanding Partnership!

✅ Wealthtender Certified Advisor Review™
Jul 10, 2026
										We really appreciate Tim's knowledge, availability, and wisdom. We could not be more pleased with our relationship and results and look forward to many more years of excellent advice, planning, and friendship!									
Relationship to Financial Advisor: Client as of Jul 10, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave
Dave

Great experience and clear guidance

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										My meeting with the advisor went very well. They were knowledgeable, patient, and took the time to explain all my options in a way that was easy to understand. I felt comfortable asking questions and received helpful advice for my financial goals. I would definitely recommend their services.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Great service!

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Tim was terrific! Knowledgeable, caring, a great listener.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard Parnes
Richard Parnes

Wealth Update

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Outstandinng...as always!!									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Byrne
Mike Byrne

Annual Wealth Update

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Mark and Tim provided critical updates and guidance to our portfolio allowing us to make on-target retirement decisions									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for mike carol byrne
mike carol byrne

Financial Planning

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										I referred Tim to my Client and friend Bob Campbell to help with his finances. Tim is very trustworthy and I believe Bob will be hiring Tim to help with his finances. Tim is very knowledgeable and I will be a great help.									
Relationship to Financial Advisor: Friend of a client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Deborah
Deborah

Planning for retirement

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Tim and company has been instrumental in helping us prepare for and navigate the finances surrounding retirement. Tim is attentive, shows personal interest in us and our needs and has educated us in these new areas of life over the last couple of years. We appreciate him so much!									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dan and Kathy Herring
Dan and Kathy Herring

Learned about my finances and steps to manage them

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										My meeting went great- the advisor was very informative and put me at ease about my situation. He was very kind and compassionate, and is very knowgeable.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for cathy
cathy

Retirement Planning

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Tim was extremely helpful as we planned for retirement. The session provided clear guidance on the items that needed to be updated or added as we move forward with our planning. His insights gave us confidence and a better understanding of the next steps.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David
David

Financial Realignment meeting

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Mark and Tim are great advisors and genuinely good people. They listen, explain things in a way that makes sense, and help my wife and me feel confident about our financial situation. We’re really fortunate to have decided to work with them, even though it was later in my life, and we wouldn’t trust anyone else with our financial future.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John M.
John M.

First meeting.

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Mr Mayer’s approach in this introductory meeting was all that I could have wanted. Every client’s situation is unique to them and he was careful to allow me the time to explain my situation and goals. He reiterated my goals so that I felt reassured he understood them. He was clear in defining his company’s approach and gave me time to ask questions and to affirm my understanding. He broadened my understanding of ethical investing while maintaining growth and profit. I left with a sense of trust. I look forward to working with him  in the future.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Margaret
Margaret

Thorough, personalized service

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Though covering difficult subjects, my meeting with Tim was seamless and very encouraging. The approach was thorough and clearly tailored to my personal needs, with attention to detail, well-directed relevant questions, and concise but valuable information and advice. Tim generously gave advice on more than I was expecting, and make the whole conversation comfortable and productive. I can't wait to continue working with PrimeauMayer!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matteo
Matteo

Account review

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Very helpful and answered my questions. Laying out the details of account and options									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patrick
Patrick

Byrne Review

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Always a pleasure to speak (and seek) Tim's advice.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for mike carol byrne
mike carol byrne

Thank you

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Each and every time I visit the office, I am reminded of how blessed and grateful I am to have been led to this team.
You go above and beyond to accommodate, and ease, my insecurities. Because of your competent proficiency, along with genuine warmth, concern, and patience, I am confident and comforted with the peace of mind you bring me.  
Thank you.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Christine Hubbs
Christine Hubbs

Financial overview

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Easy to talk with and extremely helpful with all of my financial needs!									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Riley Mateer
Riley Mateer

Initial Zoom Meeting

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Tim Mayer was immensely knowledgeable and professional in our introductory meeting. I would highly recommend him as a consultant.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brad
Brad

Awesome company and people

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										I always love my catch up calls with Tim and his staff. I am not the biggest investor, But they make me feel like a million bucks. They are always there to answer all my questions and concerns.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Halstead
James Halstead

Friends and Allies

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										We have been working with Tim and Mark for over two years now and our only regret is not starting with them sooner. They are a great team that listens to our wishes and dreams and have extensive knowledge in recommending options and plans to guide our journey. We are very pleased with the financial products and their performance that they have recommended.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave and Annette
Dave and Annette

Extremely pleased with PrimeauMayer Financial

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Tim Mayer talked on a level we could understand and addressed all of our questions.  
We feel very at ease having him and PrimeauMayer taking care of our Financial needs.									
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mary Jo Smith
Mary Jo Smith

Excellent Guidance

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										We recommend Primeau Mayer Financial wholeheartedly. They prepared well for our session, and we left feeling satisfied that our needs were met.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mr. and Mrs. J. Fittz
Mr. and Mrs. J. Fittz

True Allies

✅ Wealthtender Certified Advisor Review™
Jul 2, 2026
										Working with the PrimeauMayer team is a pleasure and we are grateful for their support, advice, and care. We trust their expertise and are very pleased with our results and financial plans.									
Relationship to Financial Advisor: Client as of Jul 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave and Annette
Dave and Annette

Annual investment strategy session

✅ Wealthtender Certified Advisor Review™
Apr 21, 2026
										Tim led us through our annual review and strategy session for 2026. It was informative, succinct and productive. We covered a lot of material in a short period of time and reviewed a pro-forma P&L and Balance Sheet for 2026. Good discussion about our gifting plan, updating our wills, and identifying other issues to address this year.									
Relationship to Financial Advisor: Client as of Apr 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike Delabano
Mike Delabano

Tax season and stocks

✅ Wealthtender Certified Advisor Review™
Feb 23, 2026
										Great talk with my financial advisor yesterday about my tax requirements and suggestions to make my finances better in the future.									
Relationship to Financial Advisor: Client as of Feb 23, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Messier, Michael
Messier, Michael

Honest, Knowledgeable, Focused, and Compassionate

✅ Wealthtender Certified Advisor Review™
Dec 19, 2025
										Our family was seeking an experienced-well versed professional Christian firm that we could trust and have our best interests in all matters.  We found that team in PrimeauMayer!									
Relationship to Financial Advisor: Client as of Dec 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patrick D.
Patrick D.

First Conversation Success

✅ Wealthtender Certified Advisor Review™
Aug 8, 2025
										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.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan M
Ryan M

Great introduction to the services provided by Tim Mayer. . .

✅ Wealthtender Certified Advisor Review™
Jul 25, 2025
										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!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wilson
Wilson

Introduction call

✅ Wealthtender Certified Advisor Review™
Jul 7, 2025
										I thoroughly enjoyed the initial call with Tim. 

Great background and knowledgeable.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave
Dave

Thank you for meeting with me.

✅ Wealthtender Certified Advisor Review™
Apr 24, 2025
										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,									
Relationship to Financial Advisor: Client as of Apr 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Anonymous