Mark Elliott, CFP^®
Executive Managing Director, Partner

Mark brings 39 years of experience in investment management and investment planning, offering clients a depth of knowledge shaped by decades of market cycles and hands‑on advisory work. He has achieved and maintained multiple financial certifications whose rigorous academic and ethical requirements reflect his ongoing commitment to serving clients at the highest professional standard.

He takes a collaborative, team‑based approach that integrates specialists across investments, investment planning, and estate strategies. Mark holds himself accountable for delivering guidance that aligns with each client’s goals, values, and long‑term objectives. His work is supported by attentive service, thoughtful coordination of resources, and a genuine interest in understanding the full picture of each client’s financial life.

Mark’s discovery driven process allows him to assess how various objectives interact and the long term implications they may have on one another. This comprehensive perspective helps him provide the clarity, structure, and confidence clients rely on throughout their financial journey.

Mark earned his Bachelor of Science in Business Economics and Public Policy from the Indiana University Kelley School of Business.

Outside the office, Mark enjoys playing golf, sailing, and learning the piano. He is an active member of the Martin County Estate Planning Council and the Academy of Certified Portfolio Managers, reflecting his dedication to continuous learning and professional engagement.