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  1. Home
  2. Mark S. Dolfis

Mark S. Dolfis

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Mark S. Dolfis, CFP®, AIF®
Executive Vice President
Phone: 
703-205-0320
E-mail: 
mdolfis@ascendplanning.com

At the core, I’m an analytical person. Data and logic are important to me.  I have an Electrical Engineering degree from Vanderbilt University. But I also really like talking to people and learning about their lives.

In addition to more-traditional financial planning and investment strategies, I have two sub-focuses of my practice: planning for business owners, and multi-generational wealth transfer planning. Having obtained the CFP® and AIF® designations, I am dedicated to guiding our clients through the process of defining their goals, devising an appropriate strategy to achieve those goals, and assisting in the execution and management of that strategy over time. I particularly enjoy working as part of a multi-disciplined team that allows me to provide comprehensive financial planning, wealth management, and wealth transfer planning services to business owners, individuals, and families.

I think there are a handful of characteristics my clients value most about me: I’m knowledgeable, trustworthy, I care deeply about my clients, I’m easy to talk to, I try to make the whole process enjoyable, and I don’t send any junk mail.

Maintaining strong ties to my community is extremely important to me. I live in Fairfax County with my wife and two daughters and I’m a proud member of the following local associations:

- Accelerated Business Connection – Founder, President (past), Executive Team

- Shelter House Board – Vice Chairman (past), Member (past), Advisory Council

- King’s Ridge Swim Club – Team Announcer

- Washington Executives Association – President (past), Board of Directors

- Brecon Ridge Community Council – President (past)

  • BE Electrical Engineering – Vanderbilt University
  • CFP® - University of Virginia
  • AIF® Accredited Investment Fiduciary

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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