PRESIDENT & FOUNDER
When choosing someone to help you navigate your financial future, you want someone knowledgeable, compassionate, and willing to make your financial wants and needs a priority. Mark Wade is that guy! With more than 40 years of experience advising entrepreneurs, the affluent, and their families, Mark Wade and his team are well-versed and able to answer any questions you may have.
Plus, Mark isn’t only interested in the dollars and cents. He is passionate about addressing the whole picture of his clients’ financial lives, both business and personal. Mark has often helped clients streamline their financial, tax, and legal affairs to make sure the people behind the numbers are just as well cared for as their finances. That fact that many of his clients have trusted him for the entirety of his decades-long career, and he has served multiple generations of the same families is a testament to the bond Mark creates with his clients and the financial (and otherwise) comfort they find in his care.
Prior to opening the doors to the Echelon Wealth Strategies in 1999, Mark spent nineteen years in financial services. He worked his way up to become the Regional Vice President of a national securities firm, before leaving to found his own firm. He also has an extensive educational background in finance and a plethora of certifications, believing that in order to be the best he can be for his clients, you can’t ever stop putting in the work to acquire more knowledge.
Mark graduated from Fairleigh Dickinson University with a BA in Economics. In addition, he completed the IMCA Investment Management Analyst Program at the Wharton School, University of Pennsylvania, and earned his certificate in Personal Financial Planning from the Metropolitan State College of Denver. He has gone on to earn numerous professional designations, including Master Registered Financial Consultant (MRFC), Certified Asset Protection Planner (CAPP), Certified Exit Planning Advisor (CEPA), Accredited Investment Management Consultant (AIMC), Certified Senior Advisor (CSA), Certified Income Planner (CIP) and Advanced IRA Rollover & Distribution Expert.
Mark also likes to keep an active profile within the financial community, having served in several capacities for the following organizations: International Association for Financial Planning, National Society of Public Accountants, Wealth Preservation Institute, Institute of Investment Management Consultants, Investment Management Consultants Association, Society for Financial Awareness, National Society of Financial Educators.
When Mark isn’t crunching numbers in an effort to help people optimize their financial world, Mark is an avid sportsman. In 1992, he set two world records to win the main event at the Grand American World Trapshooting Championships. More recently, he met his lovely wife, Dr. Pamela Wade, and has loved welcoming her and her four children and five grandchildren into his life! Together, you’ll find Mark and Pamela traveling to new places, spending time at the shooting range, or enjoying the simple pleasure of an excellent book.
