A complete list of active advisors currently associated with Mark Vogel Wealth Management, LLC

Warmer can help you find a great advisor at Mark Vogel Wealth Management, LLC or one who fits your needs even better.

Mark Vogel Wealth Management provides discretionary portfolio management primarily to individual clients, with additional relationships including trusts, corporate accounts and small-company pensions. As of December 2025 the firm reported approximately $68.48 million in assets under management across five discretionary client accounts and is solely owned by Mark Vogel. The firm pursues a concentrated, long-term growth-at-a-reasonable-price equity strategy, typically holding no more than six or seven stocks and selecting companies expected to deliver double-digit earnings growth while trading at relatively low price-earnings multiples (with valuation adjustments for excess cash or normalized earnings). Cash not allocated to equities is generally placed in short-term U.S. government bonds or FDIC-insured CDs to create a “dumbbell” portfolio, and the adviser exercises trade discretion while remaining willing to operate with client consultation when requested. Distinctive features include that the firm’s principal is also a practicing attorney who spends roughly 20–40% of his time on legal matters, and the adviser offers performance-based fee arrangements for qualified high-net-worth clients with a high-water mark provision while managing performance-fee, flat-fee and personal accounts concurrently. The combination of a very small client base relative to its AUM and a willingness to allow a single holding to grow to an outsized share of a portfolio (sometimes 35% or more) sets the firm apart from many peers.

To learn more about the advisors currently working at Mark Vogel Wealth Management, 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.