Mark Tepper, CFP®

Mark Tepper, CFP®

President / Founder / Wealth Advisor

Phone: 216.447.9318 x101
Fax: 866.941.5850
E-mail:

Mark Tepper is one of the founding members and President of Strategic Wealth Partners.  The company was formed based on his vision of helping his clients to optimize all of their assets. He has a BSBA in Finance from John Carroll University and began his career in the financial services arena in 2000. Since entering the financial services arena, Mark has gone on to become a Million Dollar Round Table Top of the Table qualifier, placing him in the top 0.1% of financial advisors in the country.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mark believes that all financial planning decisions should be analyzed according to their macroeconomic effect on the rest of an individual's plan.  Investments, taxes, estate planning, and risk management all should be considered.  Additionally, their effect on the other components of a financial plan must be examined.

While Mark works with a variety of clients, he specializes in working with two niches that have their own unique sets of circumstances:

  1. Entrepreneurs who are going through the exit planning process or who have just recently experienced a life-changing liquidity event.  Mark acts as the Personal CFO to these entrepreneurs to proactively manage their wealth so that work remains optional.  Mark advises entrepreneurs across the country on getting their businesses ready for sale so that they're able to receive maximum value in their liquidity event; and then properly manages the proceeds post-sale to avoid the need for the entrepreneur to find more work.
  2. Physicians.  In today's world of declining reimbursement rates, many physicians feel that the only way to get ahead is to see more patients.  This leaves them with little time to run the operations of their practice and even less time to manage their own personal wealth.  Additionally, in today's highly litigious society, there is an overwhelming need for asset protection.  Mark acts as the Personal CFO to these physicians to protect and grow their assets today while ensuring their ability to one day hang up the white coat.

Mark is a well-known financial educator in the area who teaches retirement courses at several local colleges.  Mark appears regularly on CNBC’s Squawk on the Street and Street Signs as a financial commentator, as well as Fox Business.  He has been featured in numerous publications, such as The Wall Street Journal, Kiplinger’s, CNN Money, and many more.  Also, Mark hosted a very popular radio show in the Cleveland market.  "The IRA Guru" could be heard every Saturday from 1pm to 2pm on WHK-1420 AM for over 3 years.

As an active member of both Entrepreneurs' Organization (EO - Cleveland) and Vistage, Mark works with other entrepreneurs in the further development of their businesses.  He is also actively involved in St. Jude Children's Research Hospital as a Partner In Hope.

Mark currently resides in Brecksville, OH with his wife Jamie, daughters Cameran & Riley, son Kellen, and their two dogs.