Hands hold a tablet displaying a flowchart under the "MARK 4:19" logo. A pen points to the screen.

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.

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.

We provide a financial plan, an Investment Policy Statement, and ongoing financial guidance.

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.

Discover what matters

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?”

Partner with us

As part of an independent team, we are your financial partners working in your best interest.

Guide with a plan

We provide a financial plan, an Investment Policy Statement, and ongoing financial guidance.

Live the life you want and be generous

Enjoy the journey and live abundantly with the confidence that the right wealth strategies are in place.

Feel confident you can be generous to family and beloved charities by giving now as well as through your legacy.

Give to others

Pursue philanthropic goals now and in the future, through charitable giving and estate planning.

How We Serve You: Concierge-Level Guidance

Contact Us

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