Specialties
About Me
My mission is to get to know and understand your needs, wants, and long-term goals.
I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals. I believe in thinking “out of the box” and I am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Advisory Services are offered through IP Financial Services, LLC. IP Financial Advisory Services LLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940. IP Financial Advisory Services, LLC and Weatherly Wealth Management, LLC are unaffiliated entities. Mark Weatherly is licensed to do business in the following states: Arizona, California, Idaho, Montana. Washington, and Wisconsin. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.