Holistic Financial Planning and Wealth Management for families, individuals and businesses

WealthMark Advisory Services is an independent investment consulting firm based in Columbus, Ohio.  We offer wealth advisory services to businesses, corporations, families, individuals and executives.

As an independent investment consulting firm, we offer objective and unbiased advice to our clients.  Unlike many of the giant wire house brokerage firms, we have no product agenda or proprietary branded investments, thus no conflict of interest in the advice we provide to you and what is truly in your best interest.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.