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Mark M
Series 65
Saint Louis, MO
Armory Oak Wealth LLC
Mark Milton is the sole advisor at Armory Oak Wealth LLC in Saint Louis, MO. He holds a Series 65 designation and has six years of experience in financial advising. In addition to his advisory role, Milton is the founder and managing attorney of MCM Law LLC, a law firm specializing in civil and criminal tax controversy, litigation, tax preparation and planning, and estate planning. He also serves on the Board of Directors for the Federal Bar Association St. Louis Chapter, is a Director and Treasurer of the nonprofit Greta Gives Hope, Inc., and a member of the Board of Governors for the Missouri Athletic Club. Armory Oak Wealth provides discretionary and non-discretionary investment management primarily to individuals, high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm employs a strategic asset allocation approach, using diversified, mutual fund-based portfolios tailored to clients’ goals, risk tolerance, liquidity needs, and time horizon, with investment advice implemented through an independent third-party manager.
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