Mark Beaver, CFP®, AIF®
Mark is a Partner, Senior Financial Advisor, and also serves as the head of the firm’s Investment Committee. He is a Certified Financial Planner™, an Accredited Investment Fiduciary and a Certified College Financial Consultant. Mark served as the President of the Financial Planning Association of Central Ohio (FPA) in 2022. He also serves on the Local Leadership Board of Search Ministries, the Legacy Endowment Advisory Council to LifeCare Alliance and is a member of the Dublin-Worthington Rotary Club and the Worthington Estate Planning Council.
Mark was named a Best- In-State Next-Gen Wealth Advisor by Forbes in 2019 and a Five Star Wealth Manager in Columbus Monthly from 2018-2021. He’s been asked numerous times to share his expertise on the Good Day Columbus (ABC / Fox) morning show. His insights on wealth creation have been featured in Money Magazine, Bloomberg, Forbes, Kiplinger’s, Investment News, USA Today and The New York Post.
He earned his degree with a focus on personal financial planning from The Ohio State University with a minor in Economics. Mark has lectured on Retirement Planning at The Ohio State University and enjoys mentoring graduating students on their path to becoming financial planners. Mark, his wife Sarah and their three boys, Lucas, Logan and Bryson reside in Dublin, Ohio.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.