Team Member

Mary Margolis, CFP®,CPA*/PFS™, CDFA®,CeFT®

Some of the biggest financial decisions of your life will come during some of its hardest moments. I’m Mary Margolis, a financial planner who specializes in guiding clients through those moments — widowhood, divorce, and retirement. Life transition planning deepens and enriches traditional financial planning, meeting you where you are as you begin to think, learn, grow, and adapt to new personal and financial circumstances.

I started my career as a CPA with a Big Four accounting firm, where I discovered my passion for supporting clients through life-altering change. Having lost my husband early in life, I understand firsthand the emotional and financial obstacles these major shifts bring. Change can be disorienting, but it’s also an opportunity, a chance to uncover new aspects of ourselves, our relationships, and our choices. That process can be truly transformative.

I hold multiple financial certifications and am part of a Financial Transitions planning community. As a Certified Financial Transitionist and Certified Financial Planner, I integrate life transition support with traditional financial planning—offering empathetic guidance, educational resources, bespoke tools, and astute advice tailored to your particular transition. I listen closely and ask the thought-provoking questions that push you to think beyond the obvious.

My mission is to use this specialized skill set to help you navigate your own transformation. Ready to talk through your situation? Give me a call,

I look forward to working together with you to move beyond what was, improve what is, and envision and progress toward what can be.