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"Financial Planning that Hits the Mark"

What is Your Investment and Financial Plan?

OnMark is a boutique asset management and financial planning firm devoted to long-term relationships built on trust and commitment.  Our holistic approach breaks from the conventional pattern of “buy and hope” to prudently manage wealth.

Advocating for individuals, families and small businesses, OnMark’s Four Fields of Financial Focus are detailed below.

Download the free brochure: “Good Decisions: Getting the Most From Social Security”

Personalized Investment Growth Strategies

We know every person or small business is unique. So, why have “off the rack” investments? Discover more about “custom fit” portfolio construction with a Certified Fund Specialist (CFS®).

Wealth Preservation & Risk Management

Conserving hard-earned wealth is a worthy goal, and often complex. With OnMark’s stewardship, we strive to simplify the process and provide valuable guidance.

Customized Retirement Income Designs

Considering the three retirement distribution strategies, which is best for you? Is your current plan written, and does it integrate Social Security optimization to maximize lifetime income?

Financial Planning & Insurance Services

No plan, no peace. Know your plan, know peace. With life’s uncertainties, having the forethought and wisdom to prepare for contingencies creates confidence.