Your goals. Our comprehensive plan.

The Fendrick Group - Team Photo

As an affluent professional, business owner or corporate executive, you are looking for wealth management guidance that adds value to your life. Beyond investment performance, we offer innovative ideas, a deep understanding of your needs and a long-term strategy focused on your family’s success.

At The Fendrick Group, our collective experience spans more than 100 years and generations of family relationships. We are passionate about providing comprehensive financial planning that can help guide you through the different stages of your financial life. We are equally at home addressing the complexities posed by inherited wealth.

We are a multigenerational team whose roots in the South Jersey and greater Philadelphia area run deep, and we are proud to be active members of our community. We are also proud to be of service to our clients—to their values and the ultimate pursuit of their goals.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mark D. Fendrick - Profile Photo

    Mark Fendrick, CFP

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • ND
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WV
    Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983. Following a successful 25-year career with Morgan Stanley, Mark joined UBS in November of 2008. Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University. Mark is also a CERTIFIED FINANCIAL PLANNER™. Mark is involved in his community, Past President of Temple Beth Sholom, Past Board Member and Finance Committee Member of Our Lady of Lourdes Hospital, Board Member of Jewish Community Foundation and Co-Chair of the Investment Committee, and Board Member of Jewish Federation of Southern New Jersey.
    • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Drexel University, MBA with concentration in Investment Management
    • University of Delaware, BS in Accounting
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    • Wealth Advisor
    1800 North Military Trail
    Suite 300
    Boca Raton, FL 33431
    mark.fendrick@ubs.com
    Mark Fendrick, CFP
    1800 North Military Trail,Boca Raton,FL,33431
  • Jamison A. Licausi - Profile Photo

    Jamison A. Licausi, CFP

    Senior Vice President–Wealth Management

    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MI
    • MN
    • NC
    • ND
    • NH
    • NJ
    • NV
    • NY
    • PA
    • SC
    • TX
    • UT
    • VA
    • VT
    • WV

    Jamison A. Licausi, CERTIFIED FINANCIAL PLANNER™ has been helping clients build and preserve their wealth since 2004. The Fendrick Group is a key player, managing over $1.5 Billion in assets. Jamison advises clients on all aspects of personal and business matters.

    Jamison started his career with a municipal bond firm in Northern New Jersey. He was recruited by the Morgan Stanley Providence, RI office in 2005. Two years later, he partnered with Mark Fendrick in Cherry Hill, NJ to form the Fendrick Group.

    Jamison lives in Moorestown, NJ with his wife Rachel, and children Claire, Jamison, and Jane. Jamison was a collegiate golfer and has won multiple club championships. 

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Moravian College in Bethlehem, PA, BA in Business Management
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    • Wealth Advisor
    501 Fellowship Road
    Suite 302
    Mt. Laurel, NJ 08054
    jamison.licausi@ubs.com
    Jamison A. Licausi, CFP
    501 Fellowship Road,Mt. Laurel,NJ,08054
  • David A. Ostrum - Profile Photo

    David A. Ostrum, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • ND
    • NH
    • NJ
    • NY
    • PA
    • SC
    • TX
    • UT
    • VA
    • VT
    • WV

    David A. Ostrum, CFP®, joined the Fendrick Group in 2014. David earned a BS in Finance at Pennsylvania State University and an MBA from Temple University's Fox School of Business. David started his career in 2008 at Northwestern Mutual in Philadelphia. He then took an opportunity to work with J.P. Morgan Chase in their investment banking division. He did his training in London, England, specializing in foreign exchange and international equity, and later became a finance manager supporting their equity trading desks. David lives in Moorestown, NJ with his wife Lindsay, daughter Emily and sons Griffin and Austin.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • Temple University's Fox School of Business, MBA
    • Pennsylvania State University, BS in Finance
    • CERTIFIED FINANCIAL PLANNER®
    501 Fellowship Road
    Suite 302
    Mt. Laurel, NJ 08054
    david.ostrum@ubs.com
    David A. Ostrum, CFP
    501 Fellowship Road,Mt. Laurel,NJ,08054
  • Monique Karpen-Titlemore - Profile Photo

    Monique Karpen-Titlemore

    Investment Associate

    • image
    • image
    • FL
    • NJ
    • NY
    • PA

          501 Fellowship Road
          Suite 302
          Mt. Laurel, NJ 08054
          monique.karpen@ubs.com
          Monique Karpen-Titlemore
          501 Fellowship Road,Mt. Laurel,NJ,08054
        • Alec

          Alec Fendrick

          Wealth Strategy Associate

          • image
          • image
          • CA
          • DE
          • FL
          • MA
          • MD
          • ND
          • NJ
          • NY
          • PA

                501 Fellowship Road
                Suite 302
                Mt. Laurel, NJ 08054
                alec.fendrick@ubs.com
                Alec Fendrick
                501 Fellowship Road,Mt. Laurel,NJ,08054
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              UBS Year Ahead 2025

              Roaring 20s: The next stage

              Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

              A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

              Read the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights