Mark Struthers CFA CFP®

CFP®, CFA®

Sona Wealth

Financial Advisor

I can work with clients anywhere!

Mark Struthers CFA CFP®

CFP®, CFA®

Sona Wealth

Financial Advisor

Mark and his wife come from Scottish and Irish backgrounds. Because Sona in Galic means well-balanced happiness, it was a perfect fit for our company. It is what we try to achieve for our clients. With me as your independent fee-only planner, you will have the confidence to live for today, knowing that college and retirement will be more than "ok." - Mark Struthers CFA CFP®, CFP®, CFA®

Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER professional (CFP®), Fee-Only (AUM) & Flat-Fee Wealth Manager serving the greater metro area of Minneapolis & St. Paul, MN and clients across the country virtually.

Mark Struthers is a Minneapolis, MN fee-only financial planner with offices in Edina, MN, St. Louis Park, MN, and Chanhassen, MN. Sona Wealth provides comprehensive financial planning, one-Time financial planning, equity compensation planning, and college financial planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, Mark Struthers is never paid a commission of any kind. He has a legal obligation to provide unbiased and trustworthy financial advice. www.SonaWealthAdvisors.com

 

Mark Struthers is a fee-only financial planner at Sona Wealth located in Edina, MN, St. Louis Park, MN, and Chanhassen, MN, serving the greater Minneapolis/St. Paul metro area.

College Planning
Retirement Planning
Equity Compensation

Your family can live for today when you are confident about tomorrow!
Being an independent Chartered Financial Analyst (CFA - investing) and a CERTIFIED FINANCIAL PLANNER® professional (CFP® - planning & tax) allows Mark to address all aspects of your financial life. Mark is an expert at planning for college, retirement, and equity compensation.  Mark is often featured in major publications, including being a frequent contributor to Bloomberg Wealth @ www.SonaWealthAdvisors.com

 

Mark Struthers CFA CFP® 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

Many clients have tried the traditional bank or brokerage institution and found little in the way of advice or transparency. 

How is Sona Different?

  • We have a great passion for giving true unbiased advice
  • We are a Fee-Only Fiduciary Firm / No commissions
  • We use technology to inform and keep you on track
  • Specialize in income in retirement 
  • Specialize in college education funding while still saving for retirement

We have everything you need to achieve financial success. Mark is:

  • A CFA (over ten years) to manage the investment piece
  • A CFP® to manage the financial planning piece

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • High-Income Professional Families
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Phone Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Struthers is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Mark Struthers 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.

  • CFA - Chartered Financial Analyst
    Mark Struthers is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • XY Planning Network
    Mark Struthers is a Member of the XY Planning Network

    The 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 Struthers CFA CFP®

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Office Locations:

  • 200 Southdale Center
    Edina, MN 55435
  • 7600 Walnut Curve
    By Appointment Only
    Chanhassen, MN 55317
  • 1600 Utica Ave S
    St. Louis Park, MN 55416

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