- Fee-Only Financial Services
- Comprehensive Financial Planning
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
Chicago, IL 60606
Wheaton, IL 60189
Mark Berg is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
As President, Mark's primary role is the leadership and management of the firm. He is the advisors for select clients (Level 5), but also oversees the financial planning process for TImothy Financial clients.
Prior to starting Timothy Financial, Mark served as a Client Manager at a high-end, fee-only financial planning firm, Ronald Blue & Co and has provided fee-only counsel since 1995. He holds a Bachelors Degree in Economics from Wheaton College and is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA Registered Financial Advisor where he served on the National Board of Directors for NAPFA (2008-2011).
He has been quoted by a variety of publications, such as Crain's Chicago Business, Dow Jones Newswire, The Wall Street Journal, Kiplinger's, The Chicago Tribune, Reader's Digest and Consumer Reports. He has also been interviewed by ABC 7 News and NBC television and wrote a regular column for the Wheaton Sun newspaper.
Mark and his wife, Cheryce, live in Wheaton, Illinois, with their three sons, Joshua, Ryan and Luke and are active members of College Church in Wheaton.