We simplify your financial life, so you can live with clarity and confidence.

I have known Mark Kenison for more than fifteen years. My husband, knowing he would not be around long term, chose Mark (after investigating others) to manage our portfolio. He had complete confidence in his honesty, integrity and skill. My husband was a businessman and an excellent judge of character. He wanted my finances to be protected in his absence. He departed ten years ago. In that time Mark has conservatively grown the portfolio and purchased annuities that have a component of long term health care, if needed, still retaining the capital for growth. I am now 84 years old and feel my financial future is secure with Mark's management. He has become a good friend, confidant and councilor. I look forward to many more years as a client.