Teeple Wealth Management offers comprehensive financial solutions covering a wide array of issues that life will inevitably throw at you...
* Retirement Planning
* Risk Management
* Budgeting and Cash Flow
* Estate Planning
* Education Planning
Mark's Professional Designations
Certified Public Accountant
Dave Ramsey Certified Smartvestor Pro
Mark's Career Highlights
Mark’s career has included time as a financial statement auditor and tax preparer with a local CPA firm where he worked with small business and not-for-profit organizations to accurately report financial information and fulfill tax filing obligations.
Most recently, Mark has been working with a variety of small business owners, and other individuals, as a tax and investment advisor, seeking to provide client-specific solutions, and encouragement, to enable them to persevere through the challenges of leadership.
Teeple Wealth Management was founded in 2008 as an independent, fee-only wealth management firm. The business model that was implemented was revolutionary in the industry at the time as it imposed a client cap on clients per advisor to ensure client service was the best in the business, a money back guarantee, and quarterly face-to-face meetings with clients. As a result of this model, in stark contrast to that of its competitors, Teeple Wealth Management has stood out amidst its peers, attracted many new clients, and has experienced an unparalleled 100% client retention since opening its doors!