What Makes Us Different?

Client Centered Approach

We integrate all areas of your life to enable you to meet your personal and financial goals more efficiently and effectively. First, we focus on understanding your current situation. Second, we help prioritize your goals. Third, we coach you through each step to achieve those goals.

Fee-Only Commitment

We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. There is NO incentive for the advice we provide except to benefit you and meet the goals you establish.

Credentialed Professionals

Mark R. Folgmann, ChFC is a member of the Alliance of Cambridge Advisors, a national network of fee-only financial advisors serving middle-income clients. The professional strength of the alliance is based on rigorous academic training and years of experience. In addition to the training and experience required by Cambridge, each advisor is required to subscribe to the NAPFA Code of Ethics of "Fee-Only" and have an exceptional career track record. The true advantage of the Alliance of Cambridge Advisors network is the ability to have access to some of the best financial minds in America.

Open Retainer Program

We consider financial planning a process rather than a one-time review. Our annual fee allows you to call or meet with us at any time during the year in addition to your scheduled appointments.

Alliances & Partnerships

We work with prescreened mortgage brokers, insurance companies, attorneys and other business professionals to obtain preferred rates and assure best-of-class service.

Compare Ark Advisors with other financial Services

Compare Us with Other Financial Services. Click on the document title below to view the PDF chart. (If you do not have a PDF viewer on your computer, you may get one at www.adobe.com).