Mark Struthers CFA CFP®
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.
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.
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- High-Income Professional Families
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Phone Consultation
Professional Designations & Affiliations
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.
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.
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.
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®
200 Southdale Center
Edina, MN 55435
7600 Walnut Curve
By Appointment Only
Chanhassen, MN 55317
1600 Utica Ave S
St. Louis Park, MN 55416