Who We Are
We represent people – not their money
Our obligation to deliver compassionate, caring advice guides our firm and compels us to help every client feel safe and secure in their financial future.
As an independent financial services firm, we are not governed by corporate objectives or sales quotas. We represent people – not their money. This attention to your needs, wants, and values allows us to deliver comprehensive financial planning solutions to individuals and families. Our core values of independence, compassion, and consideration are deeply entrenched in what we do. As fiduciaries, your interests are top priority in all situations.
Our service culture is built on exceeding expectations at every turn. Whenever you call or stop by our office, we treat it as an opportunity to brighten your day and deepen the long-term relationship we seek to build. Our never-ending devotion to quality service includes client appreciation events and multiple one-on-one meetings throughout the year to help clients stay informed of progress made on their financial goals.
Please click on the books below to open and read our stories.
Our mission is to Educate and Empower our clients to achieve financial Freedom while staying committed to our values and Faith.
Faith, Educate, Empower, and Freedom are words we base our practice on.
We get to know where you are today and where you want to be in the future, and craft all of this knowledge into a highly personalized plan. The planning process is ongoing — as life happens. The goals and situation you are in today aren’t always the same as they are tomorrow. Thus as you change, your plan changes. Annual reviews are an extremely important part of our practice and your complete success.
We understand the challenges families face today. From managing debt, to saving for college, to planning for retirement, personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you and your satisfaction.
Charities and Missions Work
We have individuals who are licensed to sell insurance in the following jurisdiction:
Alabama | Connecticut | Florida | Maryland | New Jersey | New York | North Carolina | Ohio | Pennsylvania | South Dakota | Vermont | Virginia | West Virginia
We have individuals who are licensed to sell securities in the following jurisdiction:
Alabama | California | Florida | Idaho | Maryland | Nevada | New Jersey | New York | North Carolina | Ohio | Oregon | Pennsylvania | South Dakota | Vermont | Virginia | West Virginia
Please note that Financial Planning cannot communicate with, nor respond to requests from users who reside in jurisdictions where Mark G. Stallsmith is not licensed to conduct insurance and/or securities business.