Back to Search Favorites List

Mark Schweiss (CFA, CFP®, CPA)

Mark Schweiss focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We work with providing financial planning services to busy corporate executives, medical professionals and soon-to-be or already retired individuals.

Additional Information

After working in the CPA profession for the first 9 years of my professional career, I decided to change careers and become a financial planner. I passed the Certified Financial Planning (CFP) and the Chartered Financial Analyst (CFA) exams and have worked in the financial planning profession for over 20 years now. I am passionate about assisting my clients in building out their financial goals and then helping them to achieve these goals through proactive financial advice. This advice includes investment management, retirement, tax, cash flow, risk management and estate tax planning. Modern Dollar Planning's financial planning process is comprehensive and gives our client's financial peace of mind knowing that they are on the right track, the right trajectory and that they have a true advocate, a true Fiduciary working on their behalf.

NAPFA Start Date

January 25, 2023

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

1807 Park Ave Saint Louis, MO 63104-2534 Phone: (314) 827-5852
View
Visit Website