Marc J. Bernstein is a Partner and Financial Advisor with over 40 years of experience in the financial services industry. An attorney by background, Marc brings a rare combination of legal insight, financial expertise, and strategic vision to his work with entrepreneurs and business owners.
Marc earned a Bachelor of Arts in Music from the University of Delaware, a Juris Doctor from The Ohio State University Moritz College of Law, having also studied at the New York University School of Law. He holds the ChFC®, CLU®, and CAP® designations and maintains Series 6, 7, 63, and SIE registrations. His law license remains active.
Throughout his career, Marc has founded and led multiple financial services firms. He is a co-founder of March Forward, LLC, where he serves as Partner in charge of vision, strategy, and business development. His work focuses on helping clients crystallize their future vision, remove obstacles, and create intentional progress through comprehensive financial, business, and estate planning.
Marc is motivated by a lifelong desire to help people move forward in their lives. He excels at addressing the obstacles that stand between clients and their vision for their businesses, finances, and personal fulfillment. Success, in Marc’s view, is when clients are intentionally progressing toward the life and legacy they desire.
Marc is the author of The Fiscal Therapy Solution 1.0, an Amazon best-seller that reframes how people think about money and financial planning. He is also the founder of Forward Focus Forums, LLC, including the Manufacturers’ Forward Focus Forum, and hosts Marc Bernstein’s Founders’ Forum, a weekly radio show and podcast highlighting the stories of entrepreneurs and nonprofit leaders.
Marc lives in Lower Gwynedd, Pennsylvania, with his wife, Susan, a retired psychologist,and their Bernadoodle, Arlo. They have two adult children, Jake and Dara. Outside of work, Marc is an active musician—writing, recording, and performing original music—along with enjoying biking, golf, and philanthropy. He serves on multiple local and national boards and actively supports organizations including the American Technion Society, the Satell Institute (for corporate social responsibility), St. Jude Children’s Research Hospital, and the Jewish Federation of Greater Philadelphia.