Mark S. Coffey
Partner Financial Advisor @Summit Financial Strategies, Inc
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WORK HISTORY
Partner Financial Advisor @Summit Financial Strategies, Inc
Columbus, OH, US
At Summit Financial Strategies, we map futures, retirements, and legacies. We are a FIDUCIARY—and an Independent Investment Advisory Firm. We aren’t beholden to any family of funds or investment products.We are a FEE-ONLY FIRM. We don’t receive any commissions or kickbacks from funds our clients invest in or products you use. And we don’t have any performance-based fees built in.What we get to do for you is weighty. A privilege we embrace.Wealth managementRetirement planningInvestment managementExecutive compensation (stock options, restricted stock, company stock in 401k.)Tax planningInsurance planningEstate planningCollege funding, and tax advantagesSecurities and Exchange Commission regulations generally prohibit investment advisors from publishing client testimonials or anything that would be construed as an endorsement from a client. Therefore, I cannot accept or post endorsements or recommendations on LinkedIn.
EDUCATION
Bethany College
B.A.
Capital University Law School
JD
ABOUT MARK S. COFFEY
Summit Financial Strategies help clients and people they care about achieve financial stability and security. We’re different from other financial planning firms in that we are not part of a brokerage house or bank; we’re independently owned and Fee-Only, which allows us to give objective advice in our clients’ best interests. Mark Coffey is a Fee-Only financial planner advising individuals and families since 1988. He has been quoted for his views on a variety of financial planning topics in many publications including, The Wall Street Journal, Consumer Reports Money Adviser, Yahoo Finance, Columbus Business First, The Columbus Dispatch and Columbus CEO magazine.A Certified Financial Planner(tm)certificant, he is also member of the National Association of Personal Financial Advisers (NAPFA) and a Registered Financial with NAPFA.He is experienced in helping individuals identify and establish various goals including, retirement, education funding, estate planning and business succession. He has the ability to assist clients coordinate their asset allocation among multiple retirement plan accounts, investments and businesses. Mark\'s background as an attorney proves useful when working with clients legal and tax advisers.Engagements on a fee-only basis. 100% of compensation from client fees. No products are sold.Potential clients complete an electronic questionnaire and 1 hour interview. No fee is charged for initial interview.Specialties: Objective personal financial planning for individuals and affluent families in a paperless office permitting highly customized plans updated either in person or on the Internet utilizing web meeting technology.Securities and Exchange Commission regulations prohibit investment advisors from publishing client testimonials or anything that would be construed as an endorsement from a client. Therefore, I cannot accept or post endorsements or recommendations on LinkedIn.
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