Michael McLaughlin, CFP®, CRPS®, RICP®,

Michael McLaughlin, CFP®, CRPS®, RICP®,

President, Senior Wealth Advisor

Phone: 856.216.8444, ext. 213
Fax: 856.216.8448
Mobile Phone: 609.209.3598
E-mail:
 

Michael A. McLaughlin is the President and Founder of McLaughlin Asset Management, Inc. and works within both the Wealth Management and Retirement Plan practices in the firm.  For the past 30 years, Michael has been a recognized wealth management professional helping Private Wealth Management and Corporate Retirement Plan clients achieve their complex goals and objectives.  He often orchestrates and coordinates a team of trusted internal and external advisors including Estate attorney's, CPA's amd Insurance specialists.  Michael also has a long history of providing Portfolio Management for individuals, endowments, foundations and qualified plans for profit and non-profit entities. 

Education and Accreditations:

  • Certified Financial Planner®, Certified Financial Board of Standards, Inc.,
    Denver, Colorado

  • Chartered Retirement Plans Specialist®, College for Financial Planning, Denver, Colorado

  • Retirement Income Certified Professional, American College, Bryn Mawr, PA

  • FINRA licensed Series 7, 63 & 66, currently with Lincoln Financial Advisors Corp.

  • Investment Advisor Representative with Lincoln Financial Advisors Corp.

  • B.S. in Finance from The Pennsylvania State University, 1984

  • Recognized by a "Financial Times Magazine" as Top 401 Retirement Plan Advisors* in 2015, 2016 & 2017

  • Recognized by National Association of Plan Advisors (“NAPA”) as a Top DC Advisor Firm**, 2017

Professional Organizations: 

  • The Resource Group***, Lincoln Financial Advisors (“TRG”)

  • Premier Partners****, Top of Cabinet Level, Lincoln Financial Network

  • The Society of Financial Services Professionals (“FSP”)

Community Activities:

  • Chair, INSPIRA Health Network - current

  • Chair, INSPIRA Medical Center Woodbury Board of Directors/Trustees, 2012-2015

  • Chairman, Underwood Memorial Hospital Board of Trustees, 2009-2012

  • Underwood Memorial Hospital Board of Trustees, 2002–2012

  • Member of Board of Governors, Tavistock Country Club, 2001–2014

  • President, Tavistock Country Club, 2010-2012

  • Past Chairman, Membership Committee, Tavistock Country Club, 2006–2010

  • Haddonfield Youth Sports, 2001-2008

Personal:

  • Michael resides in Haddonfield, NJ, with his wife, Linda.  They have a 25-year-old daughter and a 23-year-old son.

*The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times and is based on data gathered from financial advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion. For more information please visit  http://on.ft.com/2wIS5gI

**To qualify for the list, advisers had to have 20% or more of their total client assets in DC plans, and at least $50 million in DC plans under advisement. Qualified advisers were then graded based on seven broad factors: DC assets under management, growth in DC plans and assets, degree of specialization in the DC business, experience, industry certifications, participation rate in DC plans advised and compliance record.

***The Resource Group is an invitaion-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.

****Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.