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Mark Metheny, Financial Advisor

FINANCIAL ADVISOR
Mark A Metheny

CFP®, CEPA®
674 Ohio Street, Terre Haute, IN 47807opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Sustainable investing
  • Retirement Savings Strategies

About Mark

Our team focuses on helping those with complex financial situations. Many of our clients come to us during times of transition such as retirement, sale of a business, loss of a loved one or receiving an inheritance. We spend time getting to know you and what's most important to you. Then, we work closely with you and your tax and legal professionals to develop strategies that will achieve your goals; strategies which we will help you implement. Once the plan is in place, we will partner together throughout your life to help keep you on track. We do this while...

Work History

  • Edward JonesSeptember 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Indiana State Univ-Terre HauteBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Health & Nutrition
  • Reading
  • Golfing

Team Members

  • Brittany Brown
    Associate Financial Advisor
  • Mandy Locke
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(812) 298-9390

Fax

(877) 265-0031

Office Address

674 Ohio Street
Terre Haute, IN 47807opens in a new window

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