Business & Tech

Bucks County Wealth Manager Again Earns 5-Star Distinction

Mark Byelich has achieved the rating for the 14th year, while the company's financial planner has earned the distinction for the first time.

Financial planner Jesse D’Elia, left, and Mark Byelich, president and CEO of Attleboro Wealth Management.
Financial planner Jesse D’Elia, left, and Mark Byelich, president and CEO of Attleboro Wealth Management. (Attleboro Wealth Management)

NEWTOWN, PA — Mark Byelich, the president and CEO of Attleboro Wealth Management, has been named a 2025 Five Star Wealth Manager for the 14th consecutive year, based on the 2024 evaluation period.

Joining Byelich in this year's recognition is Attleboro Wealth Management’s Financial Planner Jesse D’Elia, who earned the Five Star Wealth Manager award for the first time.

Byelich's 14-year streak places him in rare company. Across the greater Philadelphia region, including southeastern Pennsylvania, southern New Jersey, and northern Delaware, fewer than 40 wealth managers have earned the award 14 years running, a group representing less than 0.3 percent of the more than 12,000 licensed financial advisors evaluated in the market.

Find out what's happening in Newtownfor free with the latest updates from Patch.

"Being recognized once is meaningful. Being recognized every single year for 14 years is a different kind of standard to hold yourself to," said Byelich. "It reflects the trust our clients place in us, year after year, and I'm proud to see Jesse earn this recognition alongside me."

Five Star Professional evaluates advisors annually across 10 objective criteria, including regulatory and compliance history, client retention, professional designations and assets under management. The bar for consistency is steep:

Find out what's happening in Newtownfor free with the latest updates from Patch.

  • Unbroken continuity. Advisors in Byelich's tier have won every year since Five Star Professional expanded its standard evaluation framework in the Philadelphia market around 2010–2011. A single missed year resets the count to zero.
  • Annual re-vetting. There's no grandfathering in. Winners are re-evaluated from scratch each year against the same ten criteria.
  • Extreme selectivity. Roughly 5% to 7% of evaluated Philadelphia advisors win the award in any given year. Fewer than 5% of those winners go on to sustain it for 14 consecutive years.

D'Elia's first-time recognition places him among that same annual five to seven percent of advisors selected across the region, a notable achievement early in his tenure at the firm.

"Mark set the bar for what this firm stands for," said D'Elia. "This award reflects the work we put in for our clients every day, not just for this year."

Get more local news delivered straight to your inbox. Sign up for free Patch newsletters and alerts.