Mark Oglesby

MBA

Financial Advisor
919.341.7917

Get started with personalized financial advice

You may have many goals ahead — retirement, education, family events, travel — or may be focused on a single need like saving for a new home. Regardless of where you stand, I look forward to being the advisor who knows what’s important to you, not just the numbers in your portfolio. A financial advisor who understands your goals and broader financial picture. And importantly, a financial advisor who makes it easy to get started.

Advice to help you achieve what’s most important to you

One to one financial advice

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

Personalized recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

How to begin

1. Schedule your complimentary initial consultation

If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Before we meet, consider these financial questions:What are your most important financial goals right now?

What concerns you most about your finances?
Did a specific life event or need prompt you to seek advice?
How are your investments performing in current market conditions?
What are you looking for from a financial advisor? What are you not receiving currently?

To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

I’m passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know me. I look forward to getting to know you.

Learn more about me

4. Meet with me

During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value I can provide, the costs associated if you decide to work with me and next steps.

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. Connect with us when you need to, in person, by phone or online.