About Mark Fenton
My practice as a financial advisor is devoted to helping individuals grow and protect their financial portfolios. I have over 30 years financial management experience. My background was concentrated in mathematics with a Master of Science Degree from an engineering school, followed by corporate financial management positions.
I use these same math-based principals working with individuals, to optimize portfolios for growth and income while minimizing risk, costs, or taxes.
I have been honored with the 5 Star Professional Award 6 years in a row! This award is given to less than 4% of wealth managers in Southwest Florida.
Financial Portfolio Management
Your financial management should be flexible and comprehensive, designed specifically for your unique circumstances and goals.
Long Term Care Planning
Long term care is the most significant financial expense that most of us will have our lifetime. Are you prepared?
Portfolio Review
A comprehensive portfolio review will show you where you are at risk, and where you have opportunities for growth.
Ready to Change Your Financial Future?
Contact us today to get started