About Us


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.

5 Star Wealth Manager Award Winner

Mark Fenton is a 5 Star Award Winner 6 Years in a Row! This award is given to less than 4% of wealth managers in Southwest Florida.

Ready to Change Your Financial Future?

Contact us today to get started

Financial Planning Advice that is Individualized, Practical and Achievable:

Active Risk Management

Our portfolio management adapts to the constantly changing economic environment

Retirement Planning

We focus on your financial longevity, growing and protecting your money for your future needs.

Tax & Estate Planning

Effective tax and estate planning protects your portfolio from loss, and enhances your legacy

Medicare Supplements

We can help answer your Medicare questions and provide Medicare Supplemental insurance and Prescription Plans.

Principal Protected Products

A financial strategy to help reduce market risk and create growth

Loss from life events

Our asset protection strategies help protect your portfolio from large expenses these events may cause

Insurance Services

We provide and review insurance policies to protect you from financial loss

Business Services

Discover how we can help you with business succession, continuation, compensation, and employee programs

Get in touch for finance management solutions tailor - Made for you