Broker Check

Office One

171 Highway 98 West, Ste K

Eastpoint, FL 32328

Office Two

1001 3rd Ave West, Ste 430

Bradenton, FL 34205
Mark W. Friedman, CPA, PFS, AWMA, BFA

Mark W. Friedman, CPA, PFS, AWMA, BFA

My education, experience and professional affiliations have cultivated my practical approach to providing wealth management, tax, and estate planning advice for my clients. As a Certified Public Accountant, Personal Financial Specialist, Accredited Wealth Management Advisor and Behavioral Financial Advisor with over twenty-five years of experience, I am solidly positioned to guide you with well rounded financial advice.  

Growing up in Tallahassee, Florida, I attended Florida State University, earning Finance and Accounting degrees. In 1999, after working for five years in a local family-owned CPA firm, I decided to live closer to the water and moved to historic Apalachicola, Florida. Over the following seventeen years, I built a successful accounting and wealth management firm, while becoming an active community leader. These days I split my time primarily between my offices in Bradenton and Eastpoint, Florida (Apalachicola area). 

Practice Focus

  • Individual & Family Financial Services
  • Wealth Management, Estate & Tax Planning
  • Investment Planning and Management


  • Certified Public Accountant in State of Florida
  • Bachelor of Arts in Accounting from Florida State University
  • Bachelor of Arts in Finance from Florida State University
  • Personal Financial Specialist (PFS) Designation, American Institute of CPAs
  • Accredited Wealth Management Advisor (AWMA) Designation, College for Financial Planning
  • Behavioral Financial Advisor (BFA) Designation


  • Member, Florida Institute of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, FSU Foundation Planned Giving Council
  • Member, Tallahassee Regional Estate Planning Council
  • Member, Estate Planning Council of Manatee County
  • Former Board Member, Children's Home Society of Florida Foundation, Inc.
  • Former Board Member, Children's Home Society of Florida, North Central Division (Chairman 2015-2017)
  • Former Treasurer and Board Member, Apalachicola Bay and River Keeper
  • Former Member, Apalachicola Bay Rotary Club (Past President)
  • Former Board Member, Apalachicola Bay Chamber of Commerce (President in 2002, 2009 & 2011)
  • Former Board Member, George E. Weems Memorial Hospital (2006-2009)