We Believe in

We Believe Being True Independent Fiduciaries And Acting In Your Best Interest, Gets You To Your Happy Place Sooner!

We Believe Holistic Financial Planning, Gets You To Your Happy Place Sooner!

We Believe Using Low-Cost Dimensional Funds As The Core Of Our Portfolios, Gets You To Your Happy Place Sooner!

0.85%-1.50% AUM Fee
($200,000 Minimum)

  • $200,000 Minimum Assets Under Management With Sona (AUM)
  • Financial Planning Included
  • Investment Management Included
  • Domain names & professional email
  • Tax Planning Included
  • Tax Preparation Included At Some Asset Levels
  • Ongoing Access To A CFA & CFP®
  • Quarterly Check-Ins
  • There When Needed!


Mark loves helping families succeed. For most families, this means making the most of what they have to build and preserve wealth. Mark does this through his technical expertise, coaching, and having the freedom to act as an independent fiduciary (always in the client’s best interest).

Technical Expertise:
· CFA & CFP ®. Mark obtained the Chartered Financial Analyst (CFA) designation and became a Certified Financial Planner (CFP®) professional during his 14 years of financial planning and investing experience to make sure he had the technical expertise to serve his clients.

· Mark’s experience working with clients of all income and wealth levels has given him the ability and perspective to coach and educate. If you ask his wife, raising his two boys and coaching their sport’s teams, has made Mark an even better coach. Mark’s mantra is: focus on what you can control and make the most of what you have.

Independent Fiduciary
· Fiduciary. Having technical knowledge means nothing if you don’t have the freedom to act on it. Mark will treat your family like his own, always acting in your best interest. Mark is a member of National Association of Personal Financial Advisors, or NAPFA, that requires a strict fiduciary standard.

Mark will be a true unbiased advocate, fighting for your financial success. We will succeed together!

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