Planmark is a wealth management firm based in Alpharetta, Georgia, just north of Atlanta. We founded the firm in 1993 with one main goal – help our clients design, implement, and manage a financial plan that seeks to yield results and financial independence. We are the experienced professionals so you don’t have to be.
Planmark helps clients’ nationwide work toward shaping and securing their financial futures. We do this through integrated financial planning and a diligent, structured investment approach based on academic research, not Wall Street hype. At Planmark, we are committed to helping you enhance the quality of your life through making smart financial decisions.
Our Service Philosophy
With an average of more than 20 years experience among our advisors, and the deep knowledge that experience yields, our team will create a plan tailored to the unique needs of you and your family. At the core of everything we do is a philosophy that says you, the client, are the reason we are in business. We recognized you have a choice in providers. We pledge to earn your business every day.
Our Service Benchmarks
Here’s what Planmark clients can expect from our professionals:
Objective and unbiased review of your current financial situation
Goals assessment based on specific time horizons
Exclusive access to institutional investment programs
Development of a personal investment policy strategy that matches your objectives
Ongoing evaluation and responsive management results
Responsibility for all aspects of an investment strategy