Goldmark Financial Planners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Goldmark Financial Planners, LLC provides financial planning, one-time consultations, and discretionary investment management for individuals, couples, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm is a small advisory practice—two advisors managing about $6 million for roughly 40 clients—and accepts qualified and non‑qualified accounts of any size without a stated minimum.
The firm follows a primarily longer‑term, value‑oriented investment approach built from client interviews and a detailed questionnaire to set risk tolerance and target allocations, with periodic rebalancing and monitoring of macroeconomic and security‑specific developments. Portfolios are implemented under limited trading authority through a third‑party custodian and emphasize diversification to limit overexposure, recognizing that this can at times lead to relative underperformance versus broader markets.
Notable distinctions include that the principal is a licensed life and health insurance agent who can place insurance and annuity products as an independent agent, an offering that is uncommon among peers in this category. The firm’s small scale and client mix — explicitly not focused on high‑net‑worth clients — and the presence of an advisor with a retail used‑bookshop as an outside business activity are additional atypical features.
Client services
Expertise
Fee options
Negotiated project fees for financial plans or consultations
$0+: 0.75% for retirement accounts $0+: 1.00% for taxable accounts
$90 per hour
Account minimum: No minimum account size or billing required
Main office
Salem OR
Advisors at this office
2
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joseph W
CFP®, Series 65
Salem, OR
Goldmark Financial Planners, LLC
Joseph Witt is a CFP® with 13 years of industry experience, currently serving as an advisor at Goldmark Financial Planners, LLC in Salem, OR. He is also the owner of Belmont Books, a used bookstore in Portland. Prior to this, he operated The Farm Cafe for 12 years. Goldmark Financial Planners, LLC is a small advisory firm with two advisors managing about $6 million for roughly 40 clients. The firm provides financial planning, consultations, and discretionary investment management using a longer-term, value-oriented approach focused on diversification and tailored to client risk tolerance.
Wolfgang S
CFP®, Series 63, Series 65
Salem, OR
Goldmark Financial Planners, LLC
Wolfgang Sailler is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Goldmark Financial Planners, LLC since 2001. He holds Series 63 and Series 65 licenses and is also the Vice President of Finance and shareholder of a retail store, McMinnville Hearth and Barbeque, where he participates in bookkeeping and occasional floor work. Goldmark Financial Planners, LLC is a small advisory firm managing about $6 million for approximately 40 clients, offering financial planning, one-time consultations, and discretionary investment management for individuals, families, small businesses, and charitable organizations. The firm employs a longer-term, value-oriented investment approach with emphasis on diversification and risk tolerance tailored through client interviews and questionnaires.
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