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 cable news networks and both national and local publications. You might recognize him from his frequent appearances on CNBC and Fox Business as a financial contributor sharing insights gleaned from his over 20 years in finance. Along with his eBook Tilting the Odds, Mark has also authored two Amazon bestsellers, Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, and Exceptional Wealth. Additionally, Mark’s an NFLPA Registered Player Financial Advisor.

Under Mark’s leadership, SWP has been named to the annual Inc. magazine “Inc. 5000” list for four consecutive years. In 2015, Mark was selected by Crain’s Cleveland Business for their annual “Forty Under 40” list. Mark’s philanthropic endeavors include active support of The Innocence Project and being a Partner in Hope for St. Jude Children’s Research Hospital.

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 two dogs. 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.