Mark Beaver, CFP®, AIF®

Mark is a Partner and Senior Financial Advisor with Keeler & Nadler and also serves as the head of the firm's Investment Committee. He is a Certified Financial Planner ™ and an Accredited Investment Fiduciary.

Mark currently serves on the Board of Directors of the Financial Planning Association of Central Ohio (FPA). 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 in 2018 and 2019. 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 twin boys Lucas and Logan reside in Dublin, Ohio. He enjoys cycling, photography and volunteering through their local church.

 

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.

Keeler & Nadler Family Wealth

485 Metro Place South, Suite 100

Dublin, OH 43017

P: 614.791.4123

F: 614.389.0496