Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

Have you ever wondered if your financial advisor has an agenda that is different than yours? As an independent wealth and risk management team, the professionals at BlueMark Advisors bring no hidden agenda of their own to client planning meetings. Our only focus is to learn about your unique situation and, based upon our knowledge and experience, recommend the most appropriate planning strategies to help you achieve your personal and family goals.

To further enhance the resources we bring to the client relationship, BlueMark Advisors has formed strategic partnerships with Highland Capital Brokerage and Pinnacle Insurance and Financial Services, two of the largest national back-office support networks for independent insurance advisors. These partnerships allow BlueMark Advisors to deliver customized insurance solutions, personalized service and support, and added value through providing objective access to major insurance carriers, advanced planning support and proficiency in risk underwriting.

As an independent wealth advisory firm, we are also able to offer investment advisory diversification utilizing multiple strategists on a single platform offering potential to reduce volatility in today's turbulent financial markets. BlueMark Advisors offers securities through Securities America, Inc., and advisory services through Securities America Advisory, Inc. (see disclosure).

BlueMark Advisors provides professionals, entrepreneurs and business leaders with the advantage of one coordinated and comprehensive resource across executive and employee benefits, insurance and wealth management. Our experienced advisors provide access to the ever-changing financial knowledge and insight that will help you make informed decisions with comfort and confidence.

BlueMark Advisors places a strong emphasis on working collaboratively with the full range of other client advisors from tax specialists to attorneys, family offices, trust officers and charitable organizations in order to develop comprehensive wealth and risk management strategies aligned with your best interests.

Suggested Content

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Learn More
Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More
Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Learn More