Who Is Mark Tepper Strategic Wealth Partners? Net Worth and Career Earnings In 2022
Mark Tepper is an author, CEO of Strategic Wealth Partners, and entrepreneur with a net worth in the upper millions.
Mark graduated from John Carroll University with a BSBA in finance. Crain’s Cleveland Business named Mark to their annual “Forty Under 40” list in 2015.
Mark has written two Amazon best-sellers: Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook and Exceptional Wealth, in addition to his eBook Tilting the Odds.
Strategic Wealth Partners has been named to the Inc. 5000 list for four years in a row under his leadership. The wealth management firm is the fastest-growing private company in Ohio.
Tax, estate, and financial planning services are among the many benefits offered by the company. Portfolio construction, risk management, and investment advisory services are also available.
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Who Is Mark Tepper Of Strategic Wealth Partners?
Mark Tepper is the CEO and president of Strategic Wealth Partners since August of 2003. The wealth management firm focuses on high-net-worth families and has been named to the Inc. 5000 for several years in a row.
Mark has assisted his clients in helping them develop and implement financial plans.
As a successful businessman, Mark knows the value of managing investment portfolios and helps his clients learn the same. He has helped his clients successfully exit their privately-held businesses on more than one occasion.
Short clip from this morning’s @MorningsMaria. Wall Street seemed thrilled yesterday that the Fed was gonna go easy on inflation. But Main Street wants inflation contained. As it should. pic.twitter.com/OPFWu4VJTV
— Mark Tepper (@MarkTepperSWP) May 5, 2022
A well-known financial commentator Mark can be regularly seen on CNBC’s Power Lunch and Closing Bell, as well as the Fox Business Network. He has been published in the Wall Street Journal, Kiplinger’s, and Inc. magazines.
As an entrepreneur himself, Mark has made a point to be a member of the Entrepreneurs’ Organization. Tepper is registered to advise clients in Ohio and holds a Series 65 license.
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Net Worth And Salary On Businessman Mark Tepper
Mark Tepper, a certified financial planner, most likely has a net worth in the upper millions. As the CEO of a highly successful wealth management firm, Mark is estimated to receive a monthly salary of around a million dollars though the value might be slightly off.
Strategic Wealth Partners is based in Deerfield, Illinois, and serves clients in 23 states.
The firm employs 19 financial advisors, has a $2.5 billion portfolio and serves 945 clients with investment advice. It has a 1:50 advisor/client ratio.
According to investor.com, the average client account balance is $2,677,976 at the moment. The financial advisory firm does not keep a performance track record.
