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Our Company

Our history of providing professional financial advice has taught us the value of goal-based planning. OnMark’s distinctive S.T.E.P. Process is the gateway for investors to obtain financial planning and guidance that is tailored to their future needs and objectives.

Our Mission

Offer high-touch advice with a sophisticated suite of financial planning services, delivered through personal interaction.

Our Philosophy

"Wisdom is even better when you have money. Both are a benefit as you go through life" - Ecclesiastes

We have discovered this to be very true - and we have a history of educating clients and the community by:

  • Teaching Financial Literacy to local High School students
  • Leading Financial Peace University classes in community churches
  • Providing Educational Workshops on Social Security for Pre-Retirees
  • Offering Estate Planning & Medicare Workshops for Retirees

Our belief is that better money decisions come with wisdom and informed advice!

See our team