Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Mark W
Series 63
Victoria, TX
Mark L. Westerman, CPA
Mark Westerman is the sole advisor at Mark L. Westerman, CPA, with credentials including a Series 63 license and 1 year of industry experience. He has operated his accounting and tax preparation business since 2006, providing services such as bookkeeping, payroll, financial analysis, budgeting, and income tax return preparation. Mark L. Westerman, CPA offers investment advisory and financial services to individual and institutional clients, integrating tax and accounting expertise into portfolio recommendations. The firm manages approximately $67.9 million for 38 clients, typically providing primarily non-discretionary advice while maintaining a small, focused client base.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters