OUR SERVICES
Sailing to Prosperity
Sailing to Prosperity
Your Comprehensive Family Office Solution
At MArk Advisory, we believe that your financial goals are within reach. With our holistic approach, personalized solutions, and deep understanding of your values and priorities, we are committed to inspiring you to take action towards your financial success. Whether you're looking to build your wealth, protect your assets, or plan for your future, we have the expertise and experience to help you achieve your goals. Let us guide you on your journey to financial independence and fulfillment.
COMPREHENSIVE SERVICES.
At MArk Advisory, we understand that your net worth is more than just the sum of your assets and liabilities. Our approach to net worth development is anchored on a holistic, evidence-based approach that considers your larger life goals. We believe that a strong financial strategy is the foundation for building your own financial ark, and we work closely with you to craft a tailored plan that takes into account your unique circumstances and aspirations. Let us help you chart a course towards a brighter financial future.”
As you set sail towards your golden years, we at MArk Advisory understand the importance of charting a comprehensive retirement plan that aims at setting you up for a fulfilling and worry-free retirement. Our approach is based on a deep understanding of your unique financial situation, and a strong commitment to your goals and aspirations. We craft tailored, evidence-based strategies that integrate all aspects of your personal and financial life to help ensure you can retire with confidence, knowing that you have a guide that will continue to provide value long after you start your journey.
At MArk Advisory, we believe that estate planning is not just about transferring wealth or minimizing taxes. It is about preserving your legacy and values for future generations. Our team works with you to create a comprehensive estate plan that takes into account your unique needs and goals. We help you anticipate and navigate the financial complexities that come with generational wealth, so that you can have a lasting impact on your family and the world around you.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Investment planning is critical to achieving your financial goals. At MArk Advisory, we take a holistic approach to building and monitoring investment portfolios, helping to ensure that your investments are aligned with your unique needs and goals. Our investment methodology, backed by decades of peer-reviewed research and market studies, helps to balance risk and return while giving you the highest likelihood of success. Trust us to help build a fortified investment plan that will prepare you for your financial future.
Planning for retirement is a crucial aspect of financial wellness, and at MArk Advisory, we understand the importance of helping corporations navigate the complex landscape of retirement plans. As an experienced financial professional, we work with corporations to design, implement, and manage retirement plans such as 401K, 403B, and pension plans. Our team is highly skilled in using the industry’s best software and technology to offer 3(21) fiduciary services, ensuring that corporations can navigate the complexity of retirement plans with confidence. We also offer 3(38) fiduciary services to provide even more comprehensive support to our clients.
At MArk Advisory, we understand that tax planning is a crucial component of your financial journey. We have always placed effective tax strategies at the forefront of our wealth management services. Taxes can quickly erode the gains from a well-crafted financial plan, but with our strategic approach, we aim to maximize your chances of success. Our team with the help of your tax professionals can help develop personalized tax strategies that align with your unique goals, helping you to keep your financial ark afloat in even the choppiest waters.
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
At Ark Advisory, we understand that the success of your business is an integral component of your overall financial health. That’s why we offer a range of tailored solutions for business owners, from succession plans to value enhancement. Our experienced team works closely with you to help ensure your business is positioned for long-term growth and success, so you can focus on what you do best – running your business.
At MArk Advisory, we understand that education is one of life’s most cherished values, and the cost of higher education can be a significant financial burden for many families. That’s why we are dedicated to providing tailored solutions to help you chart a path for educational success. We believe that effective education planning requires a holistic approach that balances the desire for a quality education with the need to minimize debt and preserve your overall financial well-being. Let us help you navigate the complex landscape of educational financing and create a plan that empowers you to achieve your academic goals.
Charitable giving is a powerful tool that allows you to make a meaningful impact on the world around you. At MArk Advisory, we understand that your giving is a reflection of your values and priorities. That’s why we work with you to develop a philanthropic strategy that aligns with your goals, while optimizing tax benefits and maximizing your impact. Let us help you make a difference in the world with purposeful philanthropy.
At MArk Advisory, we believe that safeguarding your personal and financial health is crucial to achieving your larger life goals. We offer comprehensive insurance and protection planning services to help you navigate life’s storms and mitigate the impact of unexpected events. From evaluating your individual insurance needs to navigating the complexities of Medicare and Health Savings Accounts (HSA), we help you create a sound strategy to safeguard your well-being and provide you with the confidence to face any challenges that come your way
At MArk Advisory, we believe in providing financial planning services that are inclusive and tailored to the unique needs of the LGBTQ+ community. While marriage equality has bridged the gap between LGBTQ+ planning and traditional financial planning, there are still nuances that require a specialized approach. Our team is well-versed in the specific financial challenges that affect LGBTQ+ individuals, and we approach our services with empathy and understanding. From tax planning to investment strategies and estate planning, we are committed to helping you achieve your financial goals and securing a brighter future.
Divorce is a major life transition that can be fraught with emotional and financial challenges. At MArk Advisory, we provide compassionate support and expert guidance to help you navigate this difficult time and emerge with a sound financial strategy for your future. Our team of experienced advisors specializes in divorce planning, helping you make informed decisions around asset division, spousal support, and other financial matters. We work closely with you and your legal team to create a customized plan that addresses your unique needs and goals, while ensuring a smooth and efficient process. With MArk Advisory as your partner, you can have the confidence to face this life transition with clarity and peace of mind.