Mark T. Berg

Mark T. Berg

| CFP®

Timothy Financial Counsel, Inc.

Fee-Only, Hourly Financial Advisor Serving in the Wheaton, IL Area

Specialties

  • 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

Visit Us

10 South Riverside Plaza
Suite 1800
Chicago, IL 60606

1749 South Naperville Road
Suite 206
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.

Planning Specialties

Timothy Financial offers hourly, fee only financial advice on virtually all areas affecting individuals and families (retirement, education savings, investments, insurance, estate planning, transition, etc.). We manage no assets, but would be happy to assist you with advice related to your investments in an hourly capacity; no long-term contracts and no minimums. Our client's net worth's range from $10,000 to $40,000,000. We can advise from the simple to the complex. A free initial consultation may  help you determine whether we can best assist you towards accomplishing your goals in a cost-effective manner. Additional information can be found at WWW.TIMOTHYFINANCIAL.COM.