RICP, Registered Investment Advisor, (RIA)

Mark’s 37-year journey in financial advisory showcases a career rooted in experience, adaptability, and a commitment to holistic planning. Beginning as a stockbroker, he swiftly ascended to become a branch manager for a national brokerage firm. However, Mark’s entrepreneurial spirit led him to establish his independent consulting practice in 1994, a venture he has proudly nurtured ever since.

Holistic planning lies at the heart of Mark’s professional passion. His expertise extends beyond traditional financial advising; Mark is a seasoned consultant in Tax Planning. Collaborating with nationally recognized tax attorneys and astute CPA’s, he ensures his clients receive the most proactive and tailored tax advice available. Whether you’re a business owner, a high net worth individual, or seeking to strategically reduce taxes, Mark possesses the answers.

Mark’s proficiency doesn’t stop there. He seamlessly navigates the realms of Investments, Income Planning, and debt management. Recognizing the detrimental impact of debt, he crafts meticulous debt elimination strategies for his clients, offering a comprehensive approach to financial well-being.

As the founder of Charter Advisory Services, an independent Registered Investment Advisory firm, and Charter Insurance Brokerage, an insurance brokerage company, Mark has successfully created platforms that embody his unwavering dedication to client-centric solutions. Furthermore, Mark has earned the prestigious designation of Retirement Income Certified Professional, a testament to his commitment to staying at the forefront of industry knowledge.

In the intricate world of financial planning, Mark Nichols stands as a beacon of expertise, providing personalized and strategic guidance to clients seeking to navigate their financial future with confidence.

Email Address Mark@CharterFinGroup.com