Mark Marquez brings over 30 years of experience helping individuals and families navigate major financial transitions with clarity and confidence. Known for his thoughtful, relationship-driven approach, he specializes in advising corporate executives and ultra-high-net-worth families on tax planning, early retirement strategies, executive compensation, and simplifying wealth management as clients age.

Mark believes great advice should be simple, principled, and delivered with care. Clients appreciate his calm, strategic mindset and his ability to address both long-term goals and everyday financial needs. Trusted for decades, he’s recognized for his forward-thinking guidance and deep commitment to client well-being.

A Colorado native and avid traveler, Mark is passionate about soccer and music. He supports Arsenal and FC Barcelona, and enjoys following Bruce Springsteen on tour. He and his wife Vilma, originally from Venezuela, share a love of Spanish culture. Mark is also a proud father of three adult children.