Mark P. Whitaker, CFP ®
Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice.
At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research.
My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.
My Values
I want to empower you to realize financial independence and thrive in retirement.
Open Collaboration
I work with my clients as an equal partner. Their dreams are important to me and I want them to feel comfortable openly sharing them with me so we can work collaboratively together to accomplish them.
Transparency
From my advice to my pricing, I am completely transparent. My clients can always turn to me for open and honest retirement advice. I find it important to share all of the facts upfront and provide trusted resources my clients can use if they desire.
Intellectual Curiosity
I seek to continually open my perspective to new ideas and ways of thinking. I don’t admit to knowing everything and appreciate when I can learn something new. Being wrong doesn’t shut me off but instead allows me to reevaluate my biases and assumptions.
