Mark Schweiss
CFP®, CFA®, CPA
Modern Dollar Planning
Owner and Financial Advisor
Mark Schweiss
CFP®, CFA®, CPA
Modern Dollar Planning
Owner and Financial Advisor
As your Financial Coach, it is my job to make sure you are on the right trajectory and feeling at peace as it relates to your finances. - Mark Schweiss, CFP®, CFA®, CPA
Fee-Only financial planner located in St. Louis, MO, serving corporate executives and medical professionals locally and across the country
Mark Schweiss is a St. Louis, MO fee-only financial advisor serving corporate executives and medical professionals.
As life gets complex, having a second set of eyes to ensure you're making all the right financial moves can be invaluable. We help executives, medical professionals and business owners grow and protect wealth through one-on-one financial planning and investment management.
Whether you want to set yourself up to retire early, leave the corporate world to start a business, send your kids to college or something in between, we can help you find the right financial trajectory to make it happen.
As a fee-only, fiduciary, and independent financial advisor, Mark Schweiss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mark Schweiss has been with Modern Dollar since 2017. Mark began his professional career working for a regional CPA Firm where he was an auditor and tax preparer. After working as a CPA for ten years, Mark decided he wanted to be a financial planner so he took and passed the CFP exam and embarked on his financial advisory career.
Throughout his 20+ year financial planning career, Mark has assisted clients of all ages and income levels with their financial needs and has guided them through all kinds of markets. In 2017, Mark was introduced to Andrew and they found that they had a similar vision for the type of financial planning firm they wanted to build so they decided to join forces as partners at Modern Dollar Planning.
He was born and raised in Minnesota, but since coming to St. Louis in 2007, has become a huge Cardinals fan (he got married on homeplate at Busch Stadium!) and he still plays in a competitive baseball league. He and his wife, Lisa, live in the Central West End, they love to bike and travel and they have two grown children and two wonderful grandchildren.
Mark is a consummate learner, pays very close attention to detail and loves to assist our clients with setting and achieving their financial goals through our financial planning process.
Mark Schweiss 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.
Modern Dollar Planning opened its doors in 2015 and has been an XY Planning Member ever since. At Modern Dollar Planning, we assist busy executives, medical professionals and soon-to-be retired individuals with building out their financial goals and then helping them to achieve these goals through proactive financial advice. Our planning advice includes investment management, retirement, tax, cash flow, risk management and estate tax planning services.
Our structured financial planning process includes preparing a financial plan at the outset followed by semi-annual meetings thereafter to monitor and adapt your plan. Modern Dollar Planning's financial planning process is comprehensive and gives our client's financial peace of mind knowing that they are on the right track, the right trajectory and that they have a true advocate, a true Fiduciary working on their behalf.
Modern Dollar Planning also believes in fairness and transparency when it comes to how we charge our clients and that is why we charge a flat quarterly fee for our services.
We are located in St. Louis' Historic Lafayette Square. We make fee-only, fiduciary driven planning available to the next generation of leaders. Examples of Institutions and Companies served include: Nestle Purina, Washington University, BJC, St. Louis University, Bayer, Express Scripts/Cigna, Boeing and startup companies in St. Louis' innovation district.
We're currently adding clients who are seeking a fee only advisor interested in helping them lay the groundwork for a bright financial future.
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
- Corporate Executives
- Medical Professionals
- Business Owners
- Sudden Money Situations
- Retirees and Near Retirees
- 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 Schweiss 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 Schweiss 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 Schweiss is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Mark Schweiss is a Certified Public Accountant (CPA)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Mark Schweiss is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Mark Schweiss
Office Locations:
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1807 Park Avenue
St. Louis, MO 63104
