Mark R Ziemba II

 Mark R. Ziemba II, AIF

  Retirement Plan Consultant

  Office: (716) 836-0438

  Cell: (716) 570-2574

  Toll Free: (800) 480-1580

  mark@monarchwealthmanagement.com

 

Mark R. Ziemba II is an Accredited Investment Fiduciary™ and holds himself to the highest standards in the industry. He has the advantage of being supported by a team of like-minded advisors who work together as an investment committee to serve clients.  Mark is very proud of being progressive in how he conducts himself and charge for services. By operating independently, he can choose what fees clients pay with the goal of helping clients keep more of their hard-earned money.  His focus is on total financial and investment results and delivering a comprehensive client experience.

Mark hopes clients achieve their financial goals, enjoy life, and continue the legacy they desire for their families. When he first meets with prospective clients, he takes them through a personalized discovery process designed to individualize future financial plans. He is able to help clients pursue their goals by guiding them through both important financial and estate planning challenges.  This also includes a systematized savings plan, an investment strategy, and a one-on-one meeting once or twice a year.  Mark believes that an expert investment process is important; however, helping to manage life’s twists and turns is equally important to overall happiness and success of the client.  Whether it’s a marriage, divorce, or birth of a child, these events create opportunities for growth and new beginnings. He takes great joy in navigating these events with my clients.

As a proud veteran of the US Army, Mark feels he reached the highest moral standards.  He learned to put the needs of his country and unit before his own. While serving in Iraq, he realized the importance of prioritizing goals and learned to cherish what’s truly important in life. As a Sargent and leader in his unit, Mark had to reflect on the importance of staying calm under pressure and leading by example. These are all traits that were brought to his practice as an advisor when he began in 2010.

Mark's clients gain a financial partner in life who is thoughtful, empathetic, and an active listener. He is analytical by nature, but also enjoys meeting with his clients and creating life-long partnerships.  Mark is independent and works to choose the best possible solutions for clients.  No pressure is placed on clients to choose one option or another.  He has no production goals; the focus is never to sell a product or confuse anyone with industry lingo. Together we make personalized recommendations that are tailored to your current and future needs.

Mark's areas of expertise include: investment management, trust management, estate planning, retirement savings and income strategies, along with budgeting and debt reduction strategies. He is also a 3(21)-RPCP advisor and is an expert in plan design, administration, participant education, and due diligence.

Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Basch Solutions to provide information on a topic that may be of interest. Basch Solutions is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Access to BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL, OH, TX, NC, SC, IL, AZ.