Let's Write an Amazing Financial Story Together
Your part is to dream. Ours is to walk beside you and help you achieve the success and financial comfort that you desire.
What people are saying
Your talents and faith in God has taken away my stress knowing that our financial future is in good hands. I also want to personally thank you for working your magic and getting me a few years of 'early retirement'."
- Brian
Over the years you’ve provided numerous services and counsel regarding our investments and those of my parents. Your staff is always ready to handle things when we need assistance."
- Conrad and Marian
Thank you Mark for always being there whenever I had a question or concern. I always had faith that you had my best interest at hand and would help me to make the right choices for my family’s future."
- Jeff and Maria
I recently lost my husband suddenly and Mark and his entire team helped me through the most difficult time I've ever, or will ever, face in my entire life. They were kind, professional and so very helpful."
- Denise
I could not be more pleased with your business and thoughtfulness. You have never steered me wrong."
- Vicki
In the last few years, Mark has brought a lot of laughter and fun into my life. I also greatly appreciate his personal approach to financial management rather than a cookie cutter one-size-fits-all approach. Mark, thanks for being you!"
- Jason
I appreciate all you do. I know my finances are safe in your hands."
- Marilyn
I am grateful for his guidance in taking out a long-term care policy 20 years ago with premiums I could afford. His office always responds quickly to my questions."
- Kathy
We can't thank you enough for all the guidance and wise investments that you have done for us! You have given us peace of mind in our retirement, and we are enjoying our lake house tremendously!"
- Cindy and Bob
I met Mark while I married and still had a young family. With his direction, I have navigated some pretty turbulent waters, personally and financially. Even though my financial goals have been altered a bit, he still encourages me to make the best of any situation."
- Elizabeth
Thank you for all your guidance in our financial and health journey over the years! We've enjoyed our occasional shared visits while in PA and now while we're visiting Arizona. You have earned our complete trust."
- Bertie and Walter
Mark is a highly knowledgeable, professional, and outstanding financial advisor and at the same time, a compassionate and caring individual who will go out of his way to help others. We are so blessed to know Mark and work with him."
- Becky and Mark
I appreciate the fact that you have been willing to travel and be there for our family through good and bad times. I have always felt important and that I had a trusted friend that would help me whenever needed. You never seem too busy to speak with me."
- Jamie
As long-time clients we have been very satisfied with your financial advice and your hard work for us. We have always been treated professionally. It has been a pleasure for us to work with you and to watch your firm and family grow."
- Lee and Judy
I am gearing up for my retirement and feel confident I am prepared because of you. It has been a pleasure working with you and your staff over the past 10+ years."
- Judy
Investing insurances taxes and planning for our future and our children and grandchildren was always a very big concern until we met Mark and Becky. With their patience and caring help and expertise going into our golden years it went more smoothly than we could have ever hoped!"
- Rich
Thank you so much for all you have done for Ken and I. Your financial knowledge, insight and humor have been a blessing to us."
- Ken and Marilyn
I appreciate Mark very much. He is a giving caring man and I am grateful to find him."
- Jeannie
Thank you for your years of service and expertise in the financial field. You have helped me and my wife, Carla, through the good times and bad. I can't tell you how much we appreciate it."
- Craig
Thank you for the personal attention and support you gave us through my Father's death and the family's affairs."
- Kevin and Pam
I take great comfort in knowing that I have you looking out for my future. I have known you for only a few short years. I knew at once that you were a caring and trusted individual I would like to have as a friend. Keep up what you are doing."
- Jim
We all appreciate your kindness and hard work you do. We need more people like you and your group."
- Cindy
Thank you for all you do and for the great service you provide."
- Deborah
Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success.
If fear is the driver, you're going the wrong way.
Financial Essentials is a financial services firm in Butler, PA. Our advisors are independent fiduciaries and guide you in wealth management, investment advice and retirement planning.
As an independent fiduciary, our first priority is YOU
Our goal is not only to give you financial planning advice, but to build a relationship with you, learn about who you really are, and team up with you to bring you the financial comfort that you long for. Together we will create a wealth-management plan that is custom-made for your individual needs. Our passion revolves around building thriving, long-term relationships that encourage open and honest communication. We strive to advice you wisely through the seasons of life and into retirement.
You probably have a lot of questions:
What does it look like to work with an investment advisor?
Do I really need a financial consultant to give me financial planning advice?
What is an independent fiduciary?
Feel free to send a note regarding any questions you may have. We’ll get back to you quickly with a thoughtful answer.
Build, Preserve and Protect Your Wealth
Build, Preserve and Protect Your Health
Build, Preserve and Protect Your Spirit
Teaching financial literacy seminars for the University of Pittsburgh and in the past for Slippery Rock University