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Mark R Ziemba II, AIF
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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.
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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.
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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.
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