About My Practice
Welcome to Vision Wealth Planning, LLC!
This firm was founded to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to ensure the highest probability of successful financial outcomes. As a Registered Investment Advisory firm, we offer unbiased advice and operate on your behalf as a fiduciary.
We are not affiliated with any investment management or banking organization. We seek to ensure that our goals are aligned with your interests.
You’ll benefit from a single contact for your wealth management needs – including investment strategy and planning, tax planning, estate planning and philanthropy.
Mark founded Vision Wealth Planning, LLC in 2012 as a fee-based financial planning and Registered Investment Advisory firm in Richmond, VA. His professional passion is serving the needs of individuals and families in achieving their financial objectives by combining financial planning with investment management.
Prior to founding VWP, Mark was with CapGroup Advisors in Richmond, VA and served on its Executive Committee as the Managing Principal of the Private Client Practice and worked with select high net worth individuals and families in providing comprehensive wealth management services. He has over 20 years of experience providing financial planning services.
A magna cum laude graduate of Virginia Commonwealth University with a BS in accounting, Mark is also a non-practicing Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter® and a Chartered Financial Consultant®. He is a member of the Financial Planning Association, the Estate Planning Council of Richmond Virginia, the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Virginia Business Magazine has named Mark a Super CPA in the practice specialty of Personal Financial Planning every year since 2004.
In addition to his professional focus on helping affluent investors realize their goals, Mark is also committed to fostering community growth. He serves as an Elder at Fellowship Community Church of Mechanicsville, is a Junior Achievement volunteer, and has coached for Upward basketball and soccer.
Mark is married to Debbie, who graciously does behind the scenes work Mark doesn’t like to. They have a son, Court and daughter, Marissa. Together, they like to camp, watch movies, participate in church ministry of various kinds and keep Sweet Frog in business. Mark also enjoys exercise and running.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Life insurance, Health/disability insurance, Fixed annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU®)
Considerations: Investment advisory and planning services are offered on a fee only basis. Client may request the placement of certain insurance products for commission.
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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