Mark Smith

Mark Smith

CFP®, CPA, ChFC, CLU

Mark is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and develop a plan for retirement.

  • About Mark
  • Questions & Answers

Advisor Details

Contact Advisor
Company
President at Vision Wealth Planning, LLC
Address
4860 Cox Road, Suite 200
Glen Allen VA, 23060
Phone
(804) 368-0854
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About Mark

I combine sophisticated financial planning with expert investment management solutions that are always tied together.

Mark founded Vision Wealth Planning, LLC (VWP) in 2012 as a fee-based financial planning and Registered Investment Advisory firm in Richmond, VA. His professional passion is serving the needs of individuals and families in achieving their financial objectives by combining financial planning with investment management.

VWP was founded to meet the wealth management goals of individuals and families. To accomplish this objective, we combine sophisticated financial planning with expert investment management solutions t...

Education

  • Bachelors, Accounting, Virginia Commonwealth University - School of Business

Certifications

Registrations
Designations
?
Insurance License
  • VA: #581673

Tips from Mark

Mark's videos

  • Four Principles of Vision Wealth Planning
  • The Story Behind the Name
  • Introduction to Social Security Planning

Typical Clients & Fee Structure

Typical Clients

People near retirement
Sudden wealth
Widows/widowers

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.