Mark Brinser
CFP®
Stewardship Advisors, LLC
Financial Planner
Mark Brinser
CFP®
Stewardship Advisors, LLC
Financial Planner
As a fee-only financial planner, my focus is helping you live the best life possible with the money you have. - Mark Brinser, CFP®
Fee-Only financial planner located in Mount Joy, PA, serving clients locally and across the country
At Stewardship Advisors, LLC, we consider ourselves at the intersection of life and finance. We bring your life's journey into focus by providing you with the expertise and wisdom to help you make informed choices about your future. As a fee only financial planning firm, we offer comprenensive, unbiased advice and knowledge that goes beyond finances to help you better plan for your journey.
Mark Brinser is a CFP® professional and a fee-only financial planner with Stewardship Advisors, LLC. He understands that for most people, there is a gap between where they are financially and where they want to be someday. Therefore, by developing long-term relationships with his clients, he can help develop a financial plan so they can make wise financial decisions and close that gap.
Mark graduated from Messiah College with a degree in accounting and a concentration in Finance. He is a Certified Financial Planner (CFP®) and a member of the The National Association of Personal Financial Advisors (NAPFA) and the Central Pennsylvania Financial Planning Association.
As a fee-only, fiduciary, and independent financial advisor, Mark Brinser is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mark Brinser is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Other firms tout themselves as fiduciaries; we believe “fiduciary” has become merely a buzzword. The fiduciary standard states that an advisor must act in the best interest of the client. To us, there is no other way—we do this not to synch with industry talking points, but because it is core to who we are as a firm.
Because we are fee-only, we have no financial interest to advise you to select any one product over another. Trust is paramount to the basis of all our relationships; it’s even in our name. The definition of “stewardship” is “The careful and responsible management of something entrusted to one’s care.”1 We are the true stewards of your financial plan, acting solely in your best interest. You can trust that the advice we offer masks no hidden agendas or incentives, either for the firm as a whole or for your personal advisor, who will work with integrity to identify your needs and tailor approaches to meet them.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Young Professionals
- Retirees and Near Retirees
- Business Owners and Executives
- Growing Families
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mark Brinser is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Mark Brinser is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mark Brinser Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Mark Brinser is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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Mark Brinser is Quoted in MarketWatch: "‘They all have 2 areas of concern that I do not like.’ I have seven figures saved, and I’ve interviewed a bunch of financial advisers. These are the two things they’ve all told me — what should I do about it?"
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Mark Brinser is Quoted on TheStreet.com: "For Financial Planners, Timing the Discussion of Fees is Crucial"
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Mark Brinser is Quoted in InvestmentNews: "Why advisers should update at least one tech system every year"
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Mark Brinser is Quoted on TheStreet.com: "Should Financial Planners Be Certified by Government Agencies?"
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Mark Brinser is Quoted on Advisor News: "Sustainable Investing Goes Mainstream"
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Mark Brinser is Quoted on Mediafeed: "Is buying the new $1,100 iPhone in installments worth it?"
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Mark Brinser is Quoted in Citywire: "Study group: RIAs' top tips on how to build a niche client base"
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Mark Brinser is Quoted in InvestmentNews: "Digital calendars can be an adviser’s best tech tool"
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Mark Brinser is Quoted on Media Feed : "Is buying the new $1,100 iPhone in installments worth it?"
Contact Mark Brinser
Office Locations:
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321 West Main St
Mount Joy, PA 17552
