Mark Ziety

CFP®, AIF®

WisMed Financial, Inc.

Executive Director

Contact Me

Mark Ziety

CFP®, AIF®

WisMed Financial, Inc.

Executive Director

Physicians have unique finances. Go beyond investment advice and let's address your unique needs. - Mark Ziety, CFP®, AIF®

Contact Me

608-442-3750

Website

Physician specific fee-only planner in Wisconsin.

Physicians and their families are our only clients since their finances are unique.  Typically, student loan debt is higher, their career and investing start later, and they pay higher taxes than most.

Specialized knowledge is needed to serve physicians including:

- Income-driven repayment plans and loan forgiveness options for student loans

- Where to save after maximizing the employer provided 401(k) or 403(b)

- Ways to minimize lifetime taxes

In addition, this advice should be delivered in a conflict free manner.  That is why we are a fiduciary 100% of the time and don't receive product commissions.

We look forward to meeting you soon. 

Mark Ziety, CFP®, AIF® is a fee only financial planner and Executive Director at WisMed Financial located in Madison, WI.

Can you tell me about your expertise?

I have been in the financial services industry since 2004, I’m a certified financial planner™ professional and Accredited Investment Fiduciary.  Over the years, my comments have been used in the Wall Street Journal, MarketWatch, Kiplinger’s, Yahoo! Finance, and other publications.

Why did you become a financial advisor?

Early in my career, I met a young family living in a drafty farmhouse.  They had decent income but were not sure what to do with it.  We set aside money for home repairs, created a college account for their young daughter, and started retirement accounts for each of them.  That was back in 2004 and I know the family is in a better spot today than if we never met.  It is gratifying to know my work can have a positive impact on families.

How do you work with clients?

The process is 100% client centric.  Together we identify their financial goals and vision for their future.  Next, I gather some facts and figures to determine if they are on track.  If there are areas that can be improved, we discuss solutions along with the potential benefits.  Finally, they decide which actions to take, we implement them, and regularly review progress together.

What else should people know about you?

I married my high school sweetheart Becca, and we have a son and daughter.  While not at work, I am with the family at the lake, snow skiing, or skating on the backyard pond.  We love to travel but let the least expensive airfare pick our destination for us.  Those travel adventures have created some of our favorite family memories.    

Mark Ziety 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.

WisMed Financial, Inc provides comprehensive financial planning, tax planning, retirement planning and investment management to help WI physicians and their families organize, grow and protect their assets through life’s transitions.

As a physician you have goals and dreams.

  • Providing for yourself and your family
  • Paying off med school
  • Raising children
  • Saving for your future
  • Giving back
  • Building financial security

Our process is built to get you there.

  1. Complimentary initial consultation
  2. Financial diagnosis
  3. Financial treatment plan
  4. Regular financial checkups

With your comfort, safety, and security in mind.

  • A judgement free environment
  • Providing reasons behind the recommendations
  • Following best practices so you get the right advice
  • Putting your interest ahead of ours as fiduciaries

To see how we have helped other physicians, please see some of our Sample Cases.

Come learn more; we look forward to meeting you soon.

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

Specialties

  • Eliminating Med School Debt
  • Saving beyond 401(k) or 403(b)
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Physicians

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Ziety 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 Ziety 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 Ziety 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.

  • XY Planning Network
    Mark Ziety 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.

  • Financial Planning Association
    Mark Ziety 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 Ziety

608-442-3750

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Office Locations:

  • 2920 Marketplace Dr.
    Suite 103
    Fitchburg, WI 53719
  • Residential remote office
    N8094 Woody Ln
    Ixonia, WI 53036
  • Mailing address
    PO Box 1109
    Madison, WI 53701

WisMed Financial, Inc. (“WMF”) is a registered investment advisor offering advisory services in the State of WI and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WMF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WMF and Fee Only Network, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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