The purpose of our process is to help you
build the financial confidence you need to
live an abundant and generous life.
Bring clarity and perspective to the four most essential wealth questions:
- “Will my family and I be okay?”
- “Will my family and I be able to live the life we want?”
- “Can I be generous to others?”
- “Have I done enough?”
As part of an independent team, we are your financial partners working in your best interest.
with a plan
We provide a financial plan, an Investment Policy Statement and ongoing financial guidance.
the life you want
Enjoy the journey and live abundantly, with the confidence that the right wealth strategies are in place.
Pursue philanthropic goals now and in the future, through charitable giving and estate planning.
How We Serve You:
Every client of Mark Aho Financial Group is served by our entire team.
Mark Aho, our Founder and Director of our team Investment Committee, designs your investment strategy and asset allocation. In addition, your primary Relationship Manager is responsible for the day-to-day management of your portfolio, as well as face-to-face meetings and ongoing support.
As part of our highly personalized investment process, we also maintain regular communication through your dedicated team member who is familiar with your personal situation.
LEARN MORE ABOUT OUR ASSET MANAGEMENT CAPABILITIES
Speak with us about what your journey may
look like for you and your family.
“Living an abundant life means protecting what matters most and achieving fulfillment through generosity of wealth and spirit.”
Mark A. Aho, MBA, CFP®, CIMA®
President, MAFG | Financial Advisor, RJFS