Mark Tepper, CFP®
President, Founder, Wealth Advisor
- (216) 800-9000
Mark Tepper is President of Strategic Wealth Partners and one of its founding members. While he works with a variety of clients, Mark specializes in the wealth management and financial planning needs of entrepreneurs. He has helped numerous entrepreneurs build the value of their businesses, develop strategic exit plans, and maximize proceeds post-sale.
Since entering the financial services arena in 2000, 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. A well-known financial commentator, he appears regularly on CNBC’s Street Signs and Closing Bell, as well as FOX Business. Additionally, he is the author of Walk Away Wealthy - The Entrepreneur's Exit-Planning Playbook. Beyond that, he has been featured in numerous publications, including The Wall Street Journal, Kiplinger’s, and CNN Money. Mark has also been selected by Crain's Cleveland Business as a 2015 Forty Under 40 Honoree.
Mark is an active member of both the Entrepreneurs' Organization and Vistage, helping entrepreneurs develop their businesses. He is also actively involved in St. Jude Children's Research Hospital as a Partner in Hope.
Mark holds a BSBA in Finance from John Carroll University. He is a CERTIFIED FINANCIAL PLANNER™ professional. He lives in Richfield, Ohio with his wife Jamie, daughters Cameran and Riley, son Kellen, and their 2 dogs. In his free time, Mark enjoys fitness, golf, softball, high performance driving, and coaching his kids’ sports teams.