Mark Ziety, CFP®, AIF® WisMed Financial, Inc.

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About Mark Ziety, CFP®, AIF®

As a physician, your finances are unique. But no matter where you are starting from or where you want to go, we are ready to work with you to get there.

You have goals and dreams.
– Providing for yourself and your family
– Paying off med school
– Raising children
– Saving for your future
– Giving back
– Building financial security

Our process is built to get you there.
1. Complimentary initial consultation
2. Financial diagnosis
3. Financial treatment plan
4. Regular financial checkups

With your comfort, safety, and security in mind.
– A judgement free environment
– Providing reasons behind the recommendations
– Following best practices so you get the right advice
– Putting your interest ahead of ours as fiduciaries

To see how we have helped other physicians, please see some of our Sample Cases at www.WisMedFinancial.org

We look forward to meeting you soon.

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Ideal Clients

  • Medical Professionals
  • Retirement Planning
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $1500+/engagement
  • Assets Under Management: 1.00%

SEC Records

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