Experience

Makes all the difference

Our Approach to Client Advice and Service

We work in collaboration with our clients to help them intelligently plan and pursue their personal and financial goals in the face of an economic and financial environment marked by increasing change, complexity and uncertainty.

Our approach is organized around these principles :

Client focused - Your financial plan and investment choices will be custom tailored to your needs.

Rational - A logical connection between your financial needs -- your investment strategy -- economic/financial outlook.

Balance and diversification - Investor behavior often determines investment results more than markets.
A balanced portfolio moderating the effects of market volatility may enhance long term investor returns.

Cost effective - We seek to provide our services in ways that efficient and the costs are competitive and understandable.

Personal service - The combination of state-of-the-art technology with "old fashioned" personal service.

William "Mark" Aderholdt, CFP

Financial Advisor

William “Mark” Aderholdt is a CERTIFIED FINANCIAL PLANNER™ professional who joined UBS in 2010 after graduating from Virginia Tech with a degree in Finance. He focuses on delivering comprehensive financial planning advice that is tailored to the unique needs of each client and is designed to help them navigate through the uncertainties and risks of today’s world with greater clarity and confidence. Mark brings both technical experience and a client-first mindset to this task and is able to draw upon the extensive specialized resources of UBS in financial and estate planning, economics, investment research, and capital markets.

Outside the office, Mark is a devoted husband and father of two young boys. He enjoys an active lifestyle and spending time outdoors, whether it’s exploring new trails, fishing, or seeking local waterfalls with his family. An avid cyclist, he is active in the local cycling community, leading group rides and promoting trail stewardship as a board member for the local mountain bike organization, Upstate SORBA. Mark’s wife, Paige, is an Oncologist with Prisma Health Cancer Institute.

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