Meet Our Team
The People Behind Your Protection Plan
Since 2002, our small, dedicated team has helped families and business owners across Marlton and South Jersey plan for risk with clarity and confidence.
A Personal Approach to Planning
Marlton Business Advantage was built on a simple belief: protection planning should feel personal, not transactional. As a boutique advisory practice, we take the time to understand your goals, your family, and your business before recommending a single strategy.
Our size is our advantage. When you work with us, you speak directly with the advisors who craft your plan — the same people who answer your questions, review your coverage each year, and stand by you when it matters most.
Why Clients Trust Us
Since our founding in 2002, we've earned the trust of families, working professionals, retirees, and local business owners throughout Marlton and the surrounding South Jersey communities.
We're proud to be a resource our clients return to year after year — not just for policies, but for guidance through every stage of life and business. Our commitment is straightforward advice, ongoing support, and plans built around your priorities.
Marcus Whitfield
Role / title: Small Business Protection Advisor
Marcus works directly with self-employed professionals and small business owners in Marlton and across South Jersey to build protection plans that safeguard both the business and the family behind it. He focuses on business continuity, key-person coverage, and risk mitigation.
Diana Cortez
Role / title: Insurance Planning Specialist
Diana helps working professionals and retirees navigate disability and long-term care coverage with a personal, no-pressure approach. She's known for making complex policy decisions feel simple and manageable.
Rajan Baldha
Role / title: Founder & Principal Advisor
With over two decades in insurance and risk planning, Rajan founded Marlton Business Advantage to give South Jersey families and business owners clear, confident protection strategies. He specializes in life insurance, estate planning support, and tax-efficient solutions tailored to each client's goals.