Mark Haser
MBA, CFP®
Artemis Financial Advisors
Partner, Wealth Advisor
Mark Haser
MBA, CFP®
Artemis Financial Advisors
Partner, Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Haser, MBA, CFP®
Fee-Only financial planner located in Needham, MA, serving clients locally and across the country
Mark Haser is a Needham, MA fee-only financial planner. Artemis Financial Advisors, LLC provides comprehensive financial planning, wealth management, and sustainable investing to help individuals and families, federal employees, and medical professionals organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Haser is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Prior to joining Artemis in March 2018, Mark Haser had the opportunity of working at and consulting for a variety of organizations, including venture-backed startups, Fortune 500 companies, and the federal government. He began his career with The Vanguard Group, where he advised clients on asset allocation and how to construct a diversified portfolio with index funds and ETFs.
Mark is a Certified Financial Planner (CFP®). He earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College, where he was President of the Graduate Management Association. He has completed the Wake Forest University Certificate in Financial Planning Program and he is also an active member of the National Association of Personal Financial Advisors (NAPFA).
Mark writes regularly on research topics including retirement planning, education planning, tax strategy, and investing. He also leads the firm’s Basics of Personal Finance curriculum development and NextGen advisory engagements.
Mark resides in Needham, MA, with his wife and young son. In his free time, Mark enjoys playing tennis, biking, and listening to personal finance podcasts.
Mark Haser 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.
Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by working with them to develop and implement a comprehensive financial strategy.
Artemis offers a fully integrated suite of financial planning, and investment management services. We also have a specialty in divorce financial analysis, utilized by individuals prior to and during the divorce process.
Through our integrated services, we help our clients develop a sense of clarity about their financial goals and confidence in their ability to achieve them. We manage our clients’ investments dynamically, with an approach that is cost effective and tax efficient. We execute, monitor, and adapt their strategies over time through discretionary investment management services, regular review, and ongoing support.
We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, or money managers. The only compensation we receive is from our clients, and it is fully and clearly disclosed prior to our engagement as advisors.
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
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mark Haser 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 Haser 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 Haser is Quoted on Brighthouse Financial: "Now or Later: Choosing an Annuity Based on Your Income Needs"
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Mark Haser is Quoted in The Daily Free Press: "City of Boston is helping employees build up savings"
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Mark Haser Serves as a Mentor for the CFP Board Mentor Program
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Artemis Financial Advisors are Affiliate Members of BASIC Boston
Contact Mark Haser
Office Locations:
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115 Newbury Street
Suite 302
Boston, MA 02116
