Mark Edwards, fee-only financial planner

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“Holistic (or life-integrated) financial planning is not an event—it is a continuous process that requires the client's active involvement.”

Hello, I'm Mark Edwards.

I have been in the financial industry since 1984. Before becoming a financial planner, I held positions for some of the world’s largest financial institutions as a senior portfolio analyst, a derivatives specialist, and an economist. I have broad experience recommending investment strategies and structuring portfolios for institutional clients. In addition to passing the Certified Financial Planner exam, I hold a Masters in Economics from the University of Rochester.

As founder of Eccoes Financial Planning, I draw upon my experience to help real people stop worrying about their financial future. I educate people about their financial affairs and help them implement what is needed to achieve financial freedom. Ultimately, my goal is to inspire clients to use their money to live in harmony with their deepest values.

When you work with me, you can expect:

Straight talk. I don’t sell any financial products nor do I receive any commissions. As fee-only financial advisors, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me often as is necessary to help you accomplish your financial goals.
Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards. I am committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact me to learn more about the financial strategies that will help you achieve your goals.

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