About My Practice
Spend more time doing what you love.
A1A Wealth Management, Inc. is an independent, fee-based financial planning & wealth management firm that prides itself on personalized service and fiduciary responsibility. As an independent registered investment adviser, our firm is committed to providing unbiased advice and prudent, holistic financial strategies in the best interest of our clients, unencumbered by corporate agendas, external shareholders, commission-only salespeople, or product sales quotas.
If you are searching for a Certified Financial Planner™ professional to help you navigate the critical transitions of life, we may be a good fit for you. Our approach goes well beyond the usual cookie-cutter asset allocation, portfolio models & pie charts offered by many so-called financial advisors. We view financial planning as a lifetime process, rather than simply another financial product transaction at the hands of a commission-only investment or insurance salesperson operating under the guise of dispensing financial advice.
Our clients include (pre-) retirees, small business owners, families, and professionals.
With office locations in Fernandina Beach and Jacksonville, Florida, our services are tailored to your unique needs. We provide retirement & estate planning, risk management, cash flow analysis, portfolio management, college funding strategies, tax planning, and small business consulting. Our fee-based approach allows clients to enjoy a flexible payment structure that promotes openness and minimizes conflicts of interest.
For more information about our firm, including detailed services and fees, please visit our website: www.A1Awealthmanagement.com.
President and founder of A1A Wealth Management, Inc., Mark is a Certified Financial Planner™ professional with over 16 years of experience as a financial advisor and planning professional. He has spent most of his professional career in the diverse yet related fields of investments, banking, and insurance. His combined professional experience spans more than 26 years. Mark holds a master's degree in Personal Financial Planning and a bachelor's degree in Computer Science. He continues to pursue graduate-level academic work and research leading to a Doctorate in Business Administration (DBA).
A firm believer in the value of comprehensive financial planning, Markavoids the use of "cookie-cutter" investment and planning approaches. As a dedicated planning professional, he maintains a strict fiduciary responsibility to always place client needs ahead of his own. His primary focus is on helping clients not only retire comfortably, but also stay comfortably retired in the midst of economic uncertainty and unstable financial markets.
Visit Mark's BLOG to gain additional insight into his planning and investment philosophy, along with informational tidbits about the economy, financial markets, and more.
Registrations, Licenses, Certifications & Affiliations
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee-Only Financial Planning and Fee-Based Asset Management available. Office locations in Fernandina Beach, FL and Jacksonville, FL. Available by appointment.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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