Mark D Dempsey Jr

My office partners with individuals and businesses to meet their long-term goals. We tailor custom strategies for each client individually. We have an established process, where we identify what is important to our clients and partner with them to help them achieve their goals.

Goals are goals and not a guarantee. It is critically important that we have honest and open discussions with clients. We need to understand what is important to our clients to offer comprehensive advice, and equally important, identify things that might pose challenges to achieving those goals.

We partner with our clients over the long term, as their...