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Michael McLaughlin, CFP®, CRPS®, RICP®

Michael McLaughlin, CFP®, CRPS®, RICP®

Managing Partner, Senior Wealth Advisor

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

Michael A. McLaughlin is the Managing Partner of McLaughlin Asset Management, Inc. and a Senior Wealth Advisor with over 30 years' experience as a wealth management professional.  As a longtime southern New Jersey resident, Michael has played an integral role in the south jersey business community in multi-faceted roles, both personally and professionally.  For nearly three decades, he has been a highly-regarded financial advisor consulting with high net worth clients guiding them to achieve their financial and life goals.

Education:

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

Professional Accreditations & Recognitions:

  • 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.
  • 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

Personal:

  • Michael resides in Moorestown, NJ, with his wife, Linda.  They have a son and a daughter, both in their mid twenties.  Their daughter, Meaghan, is a Senior Wealth Management Associate with McLaughlin Asset Management. 

*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.