Connect with Mark:

There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high net worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.

As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business’s Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers – Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete’s Guide to Building Lifelong Wealth. Additionally, Mark’s an NFLPA Registered Player Financial Advisor.

Under Mark’s leadership, SWP has been named on Inc. Magazine’s “Inc. 5000” list for four consecutive years. In 2015, he was featured on the “Forty Under 40” list by Crain’s Cleveland Business. Mark is an active member of Entrepreneurs’ Organization (EO) and Young Presidents’ Organization (YPO). Mark donates his time to various philanthropic endeavors as a Board Member for Make-A-Wish. He is also a loyal contributor to the Tunnel to Towers Foundation and is an active proponent for The Innocence Project.

Mark earned his BSBA in finance from John Carroll University and holds a Certified Financial Planner™ (CFP®) designation. He lives in Richfield, Ohio with his wife, Jamie, three children, and dog Brody (a Cane Corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and coaching his kids’ sports teams.

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Download Mark’s eBook:

Tilting the Odds, Mark TepperThe key to a successful investing strategy is to properly balance risk and reward. In Tilting the Odds, Mark Tepper shows you how to avoid the pitfalls common to many investors.

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How well are you managing your wealth? Our tools can help you figure it out.

We have three tools specifically designed to help you get a better understanding of your current financial situation. By using Portfolio X-Ray, Wealthalyze, and The Sellability Score, you will get a clearer picture of your wealth, as well as recommendations on what actions you can take to see even better results.

Portfolio X-Ray

Using the same markers that professional investors use for evaluating stocks, Portfolio X-Ray precisely gauges the strength of your stock portfolio based on your top-10 stock holdings.

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The Sellability Score

Ideal for business owners preparing their exit strategy or those simply curious about the value they’ve built. Sellability Score gives you a clear-eyed ranking of your business’s projected market value.

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Wealthalyze

A quick and objective evaluation of your wealth management strategy, including a SWOT (strengths, weaknesses, opportunities, and threats) analysis of your approach for wealth protection and growth.

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Portfolio X-Ray
The Sellability Score
Wealthalyze