Mark Tepper

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About Mark Tepper

There's nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high-net-worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.

As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business's Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers: Walk Away Wealthy: The Entrepreneur's Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete's Guide to Building Lifelong Wealth. Additionally, Mark's an NFLPA Registered Player Financial Advisor.

Under Mark's leadership, SWP has been named on Inc. Magazine's Inc. 5000 list for four consecutive years. In 2015, he was featured on the Forty Under 40 list by Crain's Cleveland Business. Mark is an active member of Entrepreneurs' Organization (EO) and Young Presidents' Organization (YPO). Mark donates his time to various philanthropic endeavors as a Board Member for Make-A-Wish. He is also a loyal contributor to the Tunnel to Towers Foundation and is an active proponent for The Innocence Project.

Mark earned his BSBA in finance from John Carroll University and holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He lives in Richfield, Ohio with his wife, Jamie, three children, and dog Brody (a Cane Corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and coaching his kids' sports teams.

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General Information

Firm Start Year

2003

No. of Employees

20-49

CRD#

4417859

Firm CRD#

4417859

Name of Custodial Firm

Charles Schwab & Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Firm's Number of Clients

1,800

Assets Managed by Firm

$1,500,000,000

Advisor's Number of Clients

1,800

Assets Managed by Advisor

$1,500,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Education

Bachelor of Science in Business Administration - Finance

John Carroll University
09/01/1998 -05/01/2002

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Paladin Research Report For:

Strategic Wealth Partners