Mark and Daniel are sometimes referred to by clients as one of the “best kept secret” when it comes to finding a qualified fee-based investment and retirement lifestyle planner. Their practice accepts new clients mostly by word of mouth and enthusiastic referrals from their existing clients. They do very little advertising, and have grown to be one of the premier planning firms in the area (while competing in a pretty tough area with all the big banks, brokerages, insurance agencies, etc).
Mark and Daniel believe that “True Wealth” is much more than having monetary assets. Their view is that building, preserving and transferring wealth is truly a holistic approach to planning for the family. Not only do the majority of financial professionals, but society as a whole seems to run by the concept that money is the key to a rich life. Their fundamentally different yet sound approach to money management and financial planning helps clients reclaim choice and control over their finances.
With a combined 30 years of experience, Mark and Daniel pride themselves on basic principles of treating people right, telling it like it is – regardless if it results in getting new business or a new client, and making financial planning a simple and enjoyable process.
They’ve become known for their fun and always exciting client appreciation events, monthly referral contests, candid videos, and overall way that they treat their clients. It’s the little things that drive business away, and they’re committed to taking care of their clients first, everything else comes second.
Because they are both Independent Financial Advisors (ie, not tied to a bank, brokerage firm, or insurance company) they can truly run a practice that has their clients’ best interest at the front of every important decision that needs to be made.
Do you feel like your current advisor is trying to sell you something every time you meet?
Are you hesitant to call him/her on the phone because he’ll talk over your head, feed you the company line or confuse you?
Or even worse, will he/she call you back?
Has your advisor ever explained to you how you pay fees and how he/she gets paid?
Would knowing the answers to these questions make you feel more comfortable in dealing with an advisor?
Maybe a little straight talk is in order.
Mark and Daniel make sure their clients know what’s going on, every step of the way. They won’t pass you off to an assistant, the new guy, or someone you’ve never met.
If you are accepted as a client, you’ll deal directly with them, one on one. If this approach sounds good to you, then maybe you should take the next step. Give them a call, send an email, send up a flare, do whatever it takes to get in touch with them to see if you are a good fit for the practice.
They only accept a few new clients per month, so you may be placed on a waiting list. The first step is to schedule a Exploratory Meeting (no charge) to see if there is a good fit and chemistry for a long term relationship.
Mark is a well-known and trusted investment professional with over 17 years Experience in the financial services industry. He has a proven track record for creating conservative portfolios that deliver consistent attractive returns with less risk than other traditional investment strategies. 
As a Certified Financial Planner (CFP®), Daniel’s role is to build a close relationship with clients that encompasses and enriches many aspects of their lives, including their wealth management objectives and their non financial needs and priorities. He takes time to know clients and their family's unique story — their needs, goals, values and dynamics. Daniel assists clients in making wise and practical financial decisions, and guides them in the proper management of their financial resources.
