About Mark Struthers CFP®, CFA® and Sona Wealth

We believe in being true independent fiduciaries and acting in your best interest. It’s the right thing to do and the best way to reach your goals sooner.

FOCUS ON WHAT YOU CAN CONTROL AND MAKE THE MOST OF WHAT YOU HAVE

ABOUT MARK STRUTHERS

Mark and his wife come from Scottish and Irish backgrounds. Because Sona in Galic means well-balanced happiness, it was a perfect fit for our company. It is what we try to achieve for our clients. With me as your independent fee-only planner, you will have the confidence to live for today, knowing that college and retirement will be more than “ok.”

Technical Expertise

Mark has:

Almost 20 years of experience in the financial services industry
Been a Chartered Financial Analyst (CFA) charterholder for almost 18 years, providing expert investing advice
Been a
CERTIFIED FINANCIAL PLANNER^TM Professional (CFP® – planning & tax)
for nearly 10 years, providing expert financial and tax planning advice
Mark is a frequent contributor to the Bloomberg Wealth Newsletter and occasionally helps with other publications

Mark In the Media

Bloomberg – What a Surging US Dollar Means for You

Bloomberg – How to Be a ‘Genius’ in a Bear Market

Bloomberg – When Prices Keep Rising — and Markets Keep Falling

Bloomberg – How Your Tax Season Stacks Up

Bloomberg – What Inflation and Rate Hikes Mean for Your Portfolio

CNN Money – These are the keys to 401(k) investing success in a falling market – Mark talks comfort cash

Independent Fiduciary & Real Life Experience

Having technical knowledge means nothing if you don’t have the freedom to act on it and experience to guide your decisions. Mark knows what you’re going through, he’s been there raising his own family, and he will treat your family like his own.

About Mark Struthers CFP®, CFA® and Sona Wealth

FOCUS ON WHAT YOU CAN CONTROL AND MAKE THE MOST OF WHAT YOU HAVE