At Mark Scheidter & Associates, we have been working with individuals and businesses since 1998 and we remain committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and each of our financial representatives and advisors have extensive personal and professional experience.
As CERTIFIED FINANCIAL PLANNER™ Professionals, we have made a commitment to act as a fiduciary, and therefore, place your best interests first. In order to obtain the certification, individuals are required to demonstrate competency in their understand of holistic financial planning, pass the CFP® exam, meet a minimum experience level, and commit to following a code of ethics and standards enforced by the CFP Board.
We are dedicated to providing investment management and strategic wealth planning that is individualized and specific to you and your situation. Our commitment is to professionally support, educate and provide informed direction to each client and do so with the highest level of trust, integrity, and respect to you. Our team is ready to build a lasting relationship with you and help you towards your goal of financial freedom.