Mark F. Swingle, CFP®
Managing Partner, Principal
As a dedicated CERTIFIED FINANCIAL PLANNER™, I am driven to help clients meet their financial goals and achieve success. My passion for the markets, along with my calm demeanor and disciplined approach to investing, are my secret sauce in building trusting and loyal relationships with my clients.
I work with a select group of Private Clients which affords me the luxury of time to get to know my clients on a more personal level. While my clients would typically put first-rate money management as the most important reason they seek me out, I believe the most important service I provide is helping to instill and reinforce a disciplined, non-emotional, and goal-driven approach to investing. I keep my practice current and progressive by attending Continuing Education seminars and conferences throughout the year which allows me to provide creative, top-notch money management. You can feel confident engaging me to guide you and your family in maintaining your lifestyle, while striving to achieve greater long-term financial goals.
It would be my pleasure to guide you to achieve the financial results you desire and the life you imagine in the years to come.