As sole practitioner, I proudly offer the following services to a select clientele:

Privately Managed Accounts
Personal Financial Planning

My mission is to provide assistance on a long-term basis. Acting in a fiduciary capacity I provide clients with resources, guidance and prompt assistance. My aim is to serve with integrity, compassion and excellence.

I am committed to practicing according to the Code of Ethics of the International Board of Standards for Certified Financial Planners™.

If you are interested in exploring a relationship, please browse my site and leave a message, or stay in touch by signing up for my newsletter - no one will call.

credentials - Mark A. Goddard, CFP