Start Your Journey

The purpose of our process is to help you build the financial confidence you need to live an abundant and generous life.

How We Serve You:

Concierge-Level Guidance

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.


Speak with us about what your journey may look like for you and your family.

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“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

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