WisMed Financial, Inc.
WisMed Financial, Inc.
Physicians have unique finances. Go beyond investment advice and let's address your unique needs. - Mark Ziety, CFP®, AIF®
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.
- Complimentary initial consultation
- Financial diagnosis
- Financial treatment plan
- 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.
- Eliminating Med School Debt
- Saving beyond 401(k) or 403(b)
- Retirement Income Planning
- Investment Management
- Tax Planning
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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.
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.
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.
Mark Ziety is Mentioned on Waukesha County Medical Society: "Financial planning now available to members"
Mark Ziety Contributes to WISMED Assure: "New Year’s resolutions plus tax season; the perfect time to take care of your finances"
Mark Ziety is Noted on Wisconsin Society of Addiction Medicine: "Financial planning now available to WisMed members"
Mark Ziety is Interviewed on WisMed On Call Podcast: "Year-End Giving"
WisMed Financial, Inc. is a Featured Provider for the Wisconsin Medical Society
Mark Ziety is Quoted in the Wall Street Journal: "Advising a Couple to Tap Social Security at 62"
Mark Ziety is Quoted on Kiplinger: "10 Critical Questions Near-Retirees Are Asking About Their Money"
Mark Ziety is Quoted in US News and World Report: "7 Costs to Eliminate Before You Retire"
Mark Ziety is Quoted on Senior Psychcare: "Fading Minds"
Mark Ziety is Quoted in ThinkAdvisor: "Five Scenarios for Variable Annuities"
Contact Mark Ziety
2920 Marketplace Dr.
Fitchburg, WI 53719
Residential remote office
N8094 Woody Ln
Ixonia, WI 53036
PO Box 1109
Madison, WI 53701