A complete list of active advisors currently associated with Goldmark Financial Planners, LLC

Warmer can help you find a great advisor at Goldmark Financial Planners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Goldmark Financial Planners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.