About Us
Experience and partnership
you can count on
Your Future is Our
Top Priority
We take the time to get to know you and put in the work to help you succeed because we truly care. This isn’t just a process to us. It’s a relationship, centered on helping you move forward with confidence.
Focused
We keep our attention where it belongs: on your financial well-being and your future.
Collaborative
We’ll shape the vision together, then take care of the details so it works for you.
Diligent
Built on decades of
experience, we stay proactive
and focused on your goals.
Get to Know Our Founder, Mark Struthers
Trusted Expertise, Client-First Focus
I know what it’s like to feel uncertain about the future. Growing up with money anxiety pushed me to learn more, and now I help others build the confidence and direction I wish I had back then.
With 25 years in the financial services industry, I built my practice around one simple principle: always do what’s best for the client. As a fee-only fiduciary, my advice is independent, transparent, and always in your best interest.
I hold the CFA®, CFP®, CRC®, and RMA® designations, and regularly share insights through MarketWatch and Bloomberg Wealth. But what matters most to me is helping you feel confident about your future and enjoy the retirement you’ve worked so hard for.
Beyond the Office:
I enjoy running, golf, pickleball, and staying active with my family.
We’re big NBA and NFL fans, cheering loudest for the Timberwolves and Vikings.
Our love for sports is only matched by how much we adore our dog, Pebbles.
Proudly Featured In
We Understand You
Applying our experience to your unique circumstances
Wherever you are in life, we’re here to help you move forward with purpose and peace of mind.
Prepping for Retirement
Already Retired
Navigating Career Complexities
Let’s Get to Know Each Other
Every good plan starts with a conversation. Let’s connect and see how we can support your next chapter.
Associations
