Mark Cernese & Associates

We offer CFO Consulting Services, Investment Management, & Strategic Advisory

Our CFO Consulting and Strategic Advisory Services specialize in working with small and mid-sized businesses throughout Eastern Pennsylvania that are:

- Seeking to improve profitability and performance

- Looking for clarity on what's driving their financial results

- Ready to implement strategic changes to reach their full potential

- Wanting the expertise of an experienced and strategic CEO/CFO/CIO with a proven track record - without the full-time commitment

We work on a flexible monthly retainer basis with no long-term contracts, allowing you to access our expertise when you need it most.

Our investment advisory services are designed for individuals and small businesses looking to achieve their financial goals through custom portfolio management and financial planning.

Our relationship begins with a thorough analysis of your current financial situation. We examine your P&L, balance sheet, and cash flow to identify strengths, weaknesses, and opportunities.

From there, we develop customized recommendations tailored to your specific business needs and goals. We deliver these insights through clear, actionable reports designed for both financial professionals and executive leadership.

We work on a flexible monthly retainer basis with no long-term contracts, allowing you to access our expertise when you need it most.

As a fiduciary, we are held to the highest standards and are bound by law to act in your best interest. We are not brokers and do not receive commissions of any kind.