Goldmark Financial Planners, LLC

Overview

Goldmark Financial Planners, LLC is a small, independent registered investment adviser focused on individual and family clients and small-business owners. The firm combines fee-based portfolio management with financial planning and insurance brokerage services, and it charges both a percentage of assets under management and hourly fees. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, with supplemental use of annuity products to address income and insurance needs. Goldmark is not positioned as an ESG investor, does not act as a capital allocator to third‑party alternative fund managers, and it operates on a single-state basis.

Assets & Accounts

Investments & Alternatives

Location & Offices