Mark Wilson, CFP®, APA MILE Wealth Management LLC

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About Mark Wilson, CFP®, APA

Thanks for your interest in my firm!

I’m Mark Wilson, APA, CFP®, a proud father of two teens and lucky husband of one amazing wife. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE).

Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures.

It’s no wonder that their “customers” are not meeting their goals or sleeping well at night.

My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary.

I want you to be relaxed about your finances, focus on what’s really important and make it look easy.

Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

 

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Ideal Clients

  • Baby Boomers
  • Coronavirus Relief
  • Financial Coaching
  • HENRY
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Project: $800+
  • Monthly Fee: $250+
  • AUM: .60%

 

SEC Records

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