Your goals. Our comprehensive plan.

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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.

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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

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    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
      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, 2022The 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, 2022The 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, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award 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
  • Jamison A. Licausi - Profile Photo

    Jamison A. Licausi, CFP

    Senior Vice President–Wealth Management

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    Jamison A. Licausi, CERTIFIED FINANCIAL PLANNER™ has been helping clients since 2004. Jamison started his career with a municipal bond firm in Northern New Jersey. He then was recruited by the Morgan Stanley Providence, RI office in 2005. He transferred in 2007 to the Cherry Hill branch to join The Fendrick Group. Jamison moved to UBS with the team in November of 2008. Jamison graduated from Moravian College in Bethlehem, PA with a BA in Business Management. Jamison lives in Moorestown, NJ with his wife Rachel, daughters Claire and Jane and son Jamison.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award 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
  • David A. Ostrum - Profile Photo

    David A. Ostrum, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    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 America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

    • 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
  • Monique Karpen-Titlemore - Profile Photo

    Monique Karpen-Titlemore

    Investment Associate

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          501 Fellowship Road
          Suite 302
          Mt. Laurel, NJ 08054
        • Lisa J. Miller - Profile Photo

          Lisa J. Miller

          Client Associate

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                  501 Fellowship Road
                  Suite 302
                  Mt. Laurel, NJ 08054
                • Alec

                  Alec Fendrick

                  Wealth Strategy Associate

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                        501 Fellowship Road
                        Suite 302
                        Mt. Laurel, NJ 08054

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

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                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager