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Our Primary Purpose

Over the years, we have found a team approach to be most effective for clients navigating complex Financial, Medical, Legal, and Tax Environments!

About Mark Wade 

Mark Wade has more than 40 years of experience advising entrepreneurs and their families. He is passionate about addressing the whole picture of his clients’ financial lives, both business and personal, and helping them streamline their financial, tax, and legal affairs.

Mark graduated from Fairleigh Dickinson University with a BA in economics. In addition, he completed the IMCA Investment Management Analyst Program at the Wharton School, University of Pennsylvania, and earned his certificate in Personal Financial Planning from the Metropolitan State College of Denver. He has gone on to earn numerous professional designations, including Certified Exit Planning Advisor (CEPA), Certified Asset Protection Planner (CAPP), Accredited Investment Management Consultant (AIMC), Certified Senior Advisor (CSA), Certified Income Planner (CIP) and Advanced IRA Rollover & Distribution Expert.

He is active within the financial community, having served in several capacities for the following organizations: International Association for Financial Planning, National Society of Public Accountants, Wealth Preservation Institute, Institute of Investment Management Consultants, Investment Management Consultants Association, Society for Financial Awareness, National Society of Financial Educators, and most recently as Founder and President of the Exit Planning Exchange, Nashville, TN Chapter.

Outside the office, Mark is an avid sportsman. In 1992, he set two world records to win the main event at the Grand American World Trapshooting Championships.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most tax efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.