Mark Satkoski

CFP®, AIF®

Midwest Capital Advisors

Principal

Contact Me

Mark Satkoski

CFP®, AIF®

Midwest Capital Advisors

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Satkoski, CFP®, AIF®

Contact Me

269-214-1739

Website

Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country

Mark Satkoski is a Grand Rapids, MI fee-only financial planner. Midwest Capital Advisors provides comprehensive and objective financial planning, wealth management services, and retirement plan consulting & management to help individuals, employers and Michigan Public School Employees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Satkoski is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Prior to joining MCA, Mark Satkoski spent 10+ years serving individuals and retirement plans with a Grand Rapids-area wealth advisory firm and as manager of an office of a national brokerage firm. Mark earned both an MBA and BBA in finance from Grand Valley State University and successfully completed the training and passed the examinations to earn the designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®. He is an active member of the Financial Planning Association (FPA) of Michigan.

Mark realized at an early age his desire to help others and his interest in finance complement each other quite well. Navigating the many complexities of personal finance is a challenge for most people, and he enjoys providing solutions to help ease the stresses and anxieties that many experience. “I approach each client relationship the same way: Let me help you plan for the future so you can live in the present.” He specializes in helping individuals prepare for and seamlessly transition into retirement and beyond.  Mark also partners with successful small business owners looking to bridge the gap between their employer-sponsored retirement plan and their personal finances.

Mark is originally from the southwest corner of Michigan, residing in Stevensville before moving to the Grand Rapids area. He and his wife, Mackenzie, have a daughter, Maisie, and a son, Samuel, who keep them moving and reinforce their own savings habits. An avid golfer, he was taught the game at a young age by his father; he loves the time outside and the lessons the game offers. Mark also enjoys fishing, traveling and rooting for his favorite college sports teams.

For over 18 years, Midwest Capital Advisors has been offering a distinctively different investment experience. Our team has a diverse background from banking and legal to investment and financial planning to art and theatre. Our experiences meld to provide a unique viewpoint and a positive environment. Midwest Capital Advisors is an independent, Grand Rapids, Michigan-based SEC-registered investment adviser. Partnering. Educating. Making the difference.

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

  • Certified Financial Planner (CFP)
    Mark Satkoski is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Accredited Investment Fiduciary®
    Mark Satkoski is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • Financial Planning Association
    Mark Satkoski is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Mark Satkoski

269-214-1739

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Office Locations:

  • 630 Kenmoor Ave SE
    Suite 206
    Grand Rapids, MI 49546

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