Mark Tepper
Strategic Wealth Partners

Tel: (216) 800-9000
5005 Rockside Rd
Suite 1200
Independence, OH 44131
Strategic Wealth Partners | Financial Advisor in Independence ,OH


About Strategic Wealth Partners

We help you make smart financial decisions throughout every stage in life. It's that simple.

From wealth building and tax strategies to retirement and estate planning, we evolve with your changing needs.


General Information

Firm Start Year:   2003
No.of Employees:   10-19
States Licensed in:   OH, MD, TN, CA, FL, NY, NJ, IL, TX
Work Experience:   Strategic Wealth Partners is a Registered Investment Adviser established in 2003.
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Options & Futures , Bonds , Exchange Traded Funds (ETFs) , Stocks , Alternative Investments , Mutual Funds , Insurance , Annuities , Commodities
I can meet clients in the following ways:   At your office , Via phone , At my office , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity , Life , Annuity , Health , Long Term Care , Disability , Variable Life
Non-Financial Organization Memberships:   Entrepreneur's Organization Young Presidents Association


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee , Based on Assets



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. 30 days 100% money back.
  • What are your qualifications? What is your education background? All of our financial planners are Certified Financial Planners. Many hold economics, finance and advanced degrees.
  • What is your approach to financial planning? We follow a 4 step process to help identify your goals and build a model that is workable to your life.
  • What services do you offer? We offer: -Financial Planning -Investment Management -Corporate Retirement Planning -Corporate Sales/Acquisitions
  • How many clients do you currently manage? Around 400
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Mark Tepper

Mark Tepper

CERTIFIED FINANCIAL PLANNER™ Certificant

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My Services


Financial Advice & Consulting

As a fee only Registered Investment Adviser we provide financial advice to retirees and entrepreneurs. Our process is designed to listen to identify your needs and then incorporate our recommendations around your goals. Most clients receive a financial plan that incorporates the following: - Income - Investments - Taxes - Insurance - Legacy Planning With this financial model we can answer your what if questions and stress test various scenarios.


Financial Planning for Individuals

You'll have answers to your most important questions when you complete our financial planning process. Here's an overview of the process: 1. Discovery Meeting - Identify your primary concerns and evaluate your finances from a high level view. If warranted, schedule next meeting. 2. Wealth Management Analysis - You receive our feedback on your finances and recommended path forward. 3. Initial Planning Meeting - You discuss your financial planning goals and ideal outcomes with our director of financial planning. He takes these inputs to design your plan. 4. Final Planning Meeting - You receive an in depth analysis of your finances and recommended steps moving forward including portfolio recommendations.


Financial Planning for Businesses

Our business financial plans revolve around the stage at which the owner/management team is currently and where they wish to go. These financial plans often take longer given the amount of information and relevant parties involved. We work with you, your CFO, Accountant, Attorney and any other relevant party to craft a plan for your business.


Communities Served

Akron Aurora
Avon Avon Lake
Barberton Bay Village
Beachwood Bedford
Berea Brecksville
Broadview Heights Brook Park
Brunswick Chesterland
Chippewa Lake Cleveland
Columbia Station Cuyahoga Falls
Eastlake Elyria
Euclid Gates Mills
Grafton Hinckley
Hudson Kent
Lakewood Litchfield
Lorain Macedonia
Mantua Medina
Newbury North Olmsted
North Ridgeville North Royalton
Olmsted Falls Richfield
Sheffield Lake Tallmadge
Twinsburg Valley City
Westlake Wickliffe

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express PayPal

News & Events



Financial BootCamp
When: 11/05/2018 | By: Mark Tepper
Location: 5005 Rockside Road Suite 1200
Details:This information-packed workshop is taught using interesting examples in an enjoyable classroom setting. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required. ...more

Awards & Recognitions


Inc 5000
(01/01/2017)

Honored among top 5000 fastest growing businesses in the USÂ… more

Social Networks


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