Bill founded the RIA in 2009 with the goal of being the antithesis of the outdated Wall Street brokerage “Pay retail, sell wholesale” model of owning municipal bonds. Having worked at brokerage firms during the earlier part of his career and learning from the best institutional municipal bond managers on the Street, he envisioned a fiduciary model in which individual investors could benefit from a “Buy wholesale, sell retail” process. By eliminating a brokerage firm’s “fixed income” division, his RIA could deliver bonds to clients eliminating 2-3 middlemen and netting the investor substantially more tax-free income.

By deploying this “old school” process combined with leveraging modern electronic trading platforms where thousands of eyeballs could bid on our bonds, we deliver more tax-free income net of fees to the investor without downgrading in quality or extending maturities. In addition, Bill’s passion is uncovering and explaining how these misunderstood or overlooked municipal bonds can deliver strong, defensive cash flows through covenants in the indenture.

Mr. Watkinson is a business development professional with an extensive background in fixed income, having worked with diverse financial service companies that total over 43 years of experience. Namely, E.F. Hutton & Co. 1977-1988, Prudential Securities 1988-1998, Pennsylvania Merchant Group 1998-2001, Advest, Inc.(now Merrill Lynch) 2001-2004, and Penn Liberty Bank (now WSFS)2004-2009.

Mr. Watkinson earned his Bachelor of Science in Marketing from St. Joseph's University.

Series: 65

For over a decade, Mark has served as the Chief Operating Officer and Co-Portfolio Manager at Watkinson Capital. In addition, he excels at consulting with clients, customer service, and building custom municipal bond portfolios. For RIAs, Mark has a strong understanding of the Schwab, Fidelity, and TDA platforms and utilizes thirty party money managers.

A cum laude graduate of West Chester University (BA Marketing 2005), Mark started his financial services career in 2006 at The Hartford, followed by CMG Capital Management Group & A.H. Williams & Co., a boutique municipal bond RIA.

He resides in Wayne, Pennsylvania with his wife and 3 daughters. Mark enjoys golf, bowling, skiing, and being outdoors. He was named after the Reverend Mark Watkinson who is credited as being the catalyst for "In God We Trust" being on all US Currency and as our National Motto.

Learn about the history of Reverend Mark Watkinson and the phrase "In God We Trust" on the currency by clicking here.

License held: Series 65

Joining the RIA in 2017, Jeff is responsible for serving individual investors, working with the RIA community, municipal bond market commentary, and online marketing. Like Bill and Mark, Jeff enjoys locating muni bonds that will provide clients with more tax-exempt income while providing for peace of mind and predictability. Furthermore, Jeff loves to explain how the municipal bond ecosystem operates and how our fiduciary model is the antithesis of the traditional broker-dealer model.

Having advised the RIA community since 2010 when he worked at ProShares ETFs, a thought leader in smart beta ETFs, he enjoys consulting with RIAs seeking to differentiate themselves and adopting best practices. He has traveled all over the country presenting innovative ideas and consulting with the brightest minds in the investment community.

Before working at ProShares ETFs, he served as a retirement income specialist between 2005 – 2008 at The Hartford advising independent FAs on providing lifetime income and asset allocation.

After residing in Atlanta GA, Washington DC, and Dallas, TX, Jeff returned to Devon, PA in 2017 to grow the family municipal bond business. When Jeff is not in the office, he enjoys golfing with his wife, country music, cooking, reading Barrons, and being outside. He loves working with his brother and father.

Georgetown University: McDonough School of Business: Bachelor of Science: Finance Major, German Minor

Drexel University: LeBow College of Business Masters of Business Administration

License held: 65