Mark Leone walks into a room, and within minutes, his calming effect is felt by all those present. His humor and magnetic personality attract people on both a personal and professional level.

Immediately on display are a tireless work ethic and natural tendency toward no-nonsense honesty, both often missing today. Mark’s strong sense of responsibility was instilled at a young age by his parents and grandparents who lived next door. As a child, he rose early to help care for the animals on the family’s small farm. 

Mark is recognized as a leader in value based planning for families and businesses. His financial savvy and business acumen are reflected in the success of hundreds of clients, having helped many reduce taxes, put children through college, grow businesses, fund early retirements, as well as protect family assets from the ravages of long-term care.

What are your dreams for tomorrow? Once you tell Mark, he will provide honest, straightforward advice on how to pursue them. Pay yourself now and let Mark show you how.

He’s an intelligent, active listener who’s quick with a joke and a pleasure to have on your team. Mark’s confident, clear cut direction keeps you on the right path. And in these constantly changing times, he has redefined the way to think about finance. Please call Mark or his assistant Christina today.