"Financial Planning that Aims Towards the Mark"
OnMark is a boutique asset management and financial planning firm devoted to long-term relationships built on relationships 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”
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®).
Conserving hard-earned wealth is a worthy goal, and often complex. Under the stewardship of the associates of OnMark, we strive to simplify the process and provide valuable guidance.
Considering the three retirement distribution strategies, which is best for you? Is your current plan written, and does it integrate Social Security optimization designed to maximize lifetime income?
No plan, no Direction. Know your plan, and know your course. With life’s uncertainties, having the forethought and wisdom to prepare for contingencies creates confidence.