Broker Check
Mark W. Friedman, CPA, PFS, AWMA

Mark W. Friedman, CPA, PFS, AWMA

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, and Accredited Wealth Management Advisor with over twenty-five years of experience, I am positioned to guide you with well rounded financial advice.  

After growing up in Tallahassee, I attended Florida State University, earning Finance and Accounting degrees. 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 next seventeen years, I built a successful accounting and wealth management firm, while becoming an active community leader. In 2016, I decided to move back to Tallahassee for my daughter's education, as well as assist with aging family members. Currently I split my time between my offices in Eastpoint and Tallahassee, as well as Southwest Florida.


Practice Focus

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

Education/Certification

  • 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

Affiliations

  • 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
  • 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)