MILE Wealth Management
MILE Wealth Management
My goal is to help you be organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you. - Mark Wilson, APA®, CFP®
Experienced fee-only financial advisor located in Irvine, CA. We're Making It Look Easy.
Mark Wilson is an Irvine, CA fee-only financial planner. MILE Wealth Management provides comprehensive wealth management including both financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Wilson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello. I am Mark Wilson, APA, CFP®
I’m the proud father of two college-aged kids, the lucky husband of one wife, founder of MILE Wealth Management, and “old man” soccer player.
I started as a computer guru. While attending high school, I was hired to write software for the pension industry. I learned a lot about retirement plans, and after several years, I co-founded a software company that sold pension software to firms all over the country. I was reading pension regulations, writing code, writing user manuals, copying and mailing disks, and providing technical support.
While securing my degree in Computer Science from UC Irvine, a co-worker turned me on to the world of investing, and I began reading all that I could on the subject. My business partner encouraged me to take over the management of the company’s corporate retirement plan. I knew I needed a more formal education, so I enrolled in some financial planning classes at UC Irvine. After taking my first course, I was hooked on the value of financial planning.
Those classes led to an opportunity to join a (then) small financial planning firm that is now one of the top wealth management firms in the country. Over my 19 years at that firm, I worked my way up from my intern position to financial analyst to financial planner to Director of Financial Planning to Chief Investment Officer and to Partner. It’s been over 20 years since I took those first classes; I’m still hooked!
After leaving that firm, I knew I didn’t want to work in a brokerage environment where success is defined by product sales. I surveyed several established fee-only advisory firms and found none that met my goals to provide wealth management that is customized, accessible, integrated, continuous, and understandable. I decided to start MILE Wealth Management.
It’s not often we get a “reset” in our lives and businesses. I got to rethink everything and have built a new practice using 20 years of hindsight. I’m so excited to show off what I'm doing.
Mark Wilson 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.
MILE is an acronym for “Making It Look Easy.” Most financial advisors are “Making It Look Complex” (they are MILCing their clients), hoping they look smart and justify their high fees. It’s no wonder their customers are feeling overwhelmed, not sleeping well at night, and not reaching their financial targets.
I work very hard behind the scenes to help you understand your financial situation and think through your goals. I've mixed the science and art of financial planning and investment management for the last 20 years. My goal is to help you be organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mark Wilson 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 Wilson is an Accredited Pension Administrator (APA)
The National Institute of Pension Administrators (NIPA) is a national association representing the retirement and employee benefit plan administration profession. It was founded with the idea of bringing together professional benefit administrators and other interested parties to encourage greater dialogue, cooperation and educational opportunities. NIPA’s goal is to improve the quality and efficiency of plan administration.
Mark Wilson 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 Wilson 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.
Mark Wilson 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.
Mark Wilson is Quoted in the Wall Street Journal: "Year-End Tax Moves That Investors Should Consider"
Mark Wilson is Quoted in The Washington Post: "Vanguard Investors’ Tax Woes Don’t Have to Happen to You"
Mark Wilson is Quoted on CNBC: "The age for required withdrawals from retirement accounts could go higher. Here’s who would benefit"
Mark Wilson is Quoted on Yahoo Finance: "5 Steps To Take Right Now To Be Rich in 5 Years"
Mark Wilson is Quoted on Time.com / Money: "3 Tips for Managing Your Investments as Stocks Keep Hitting Record Highs"
Mark Wilson is Quoted on CNBC: "Required IRA, 401(k) withdrawals would start at age 75 under congressional proposal. Here’s who would benefit"
Mark Wilson is Quoted on BankRate.com: "Your 401(k) plan: 5 smart moves to make in 2021"
Mark Wilson is Quoted in Financial Planning Magazine: "Tax season turns into 'dumpster fire' for advisors, clients after stimulus bill passes"
Mark Wilson is Quoted on GoBankingRates.com: "14 Key Signs You Will Run Out of Money in Retirement"
Mark Wilson is Quoted on NextAdvisor: "CDs vs. MMAs vs. Savings Accounts"
Mark Wilson is Quoted in the Wall Street Journal: "The 2020 Taxpayers End-of-Year Checklist"
Mark Wilson is Quoted in Financial Planning Magazine: "Addressing the 10-year hitch in pretax retirement plans"
Mark Wilson is Quoted on NextAdvisor: "Certificate of Deposit: What is a CD?"
Mark Wilson is Quoted in ThinkAdvisor:"16 Big Estate Planning Mistakes Clients Make: Advisors’ Advice"
Mark Wilson is Quoted on BankRate.com: "Advertiser Disclosure What is a profit-sharing plan?"
Mark Wilson is Quoted in US News and World Report: "7 Best Balanced Funds to Pick Right Now"
Mark Wilson is Quoted on NextAdvisor: "7 Types of CDs: Which is Best for You?"
Mark Wilson is Quoted on BankRate.com: "How to apply for Social Security"
Mark Wilson is Quoted on Mom Money Map: "Best Personal Finance Books: The Must-Reads About Managing Money"
Mark Wilson is Quoted in Financial Planning Magazine: "Despite pandemic, some CFPs are ‘awash’ in CE credits. Here’s why."
Mark Wilson is Quoted on TheStreet.com: "Steps To Take If Your Employer Stops Matching Your 401(k) Contribution"
Mark Wilson is Quoted on BankRate.com: "Roth 401(k) vs. 401(k): Which one is better for you?"
Mark Wilson is Quoted on Fox Business: "Why you should never borrow from your 401(k) to pay off debt"
Mark Wilson is Quoted on GoBankingRates.com: "19 Things You’ll Need To Sacrifice Now for a Healthy Retirement"
MILE Wealth Management In the News
Contact Mark Wilson
100 Spectrum Center Drive
Irvine, CA 92618