Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning
With a passion for helping people, Mark has been instrumental in leading a team of successful advisors and staff in helping to provide the right solutions at the right time. Mark’s team can assist from college funding strategies to the intricate details of complicated estate planning.
Starting off in the business in 2002, Mark has grown a team with a sound business plan that includes client seminars, appreciation events, and getting involved in the community. He moved his practice from Philadelphia to Richmond in 2012 for family reasons. He was also the financial advisor of the year in 2012 and 2013 with New England Financial of the Carolina’s in Virginia and was the leading advisor for securities products in 2018 with MassMutual Greater Richmond.
Mark’s team focuses on 3 groups of people.
- Small business owners and professionals – From attorneys and doctors to business executives and other professionals, understanding the needs in a changing environment is vital to position oneself for the future.
- Public school teachers and administrators – The educational environment is constantly evolving. Staying on top of the issues and providing solutions in a timely fashion are paramount.
- Individuals with estate planning and retirement needs – Tax laws change every year. In order to play the game, one must understand the rules. Putting strategies in place for one to leverage the possibilities is vital to staying on top of the changes.
Mark and his wife, Kelly, have 4 kids (Elaina 14, Evan 11, Kayla 8, and Lyla 4). Mark graduated Magna Cum Laude from Virginia Tech and has given back by coaching high school wrestling. On his free time, Mark’s passion is backpacking. He has ventured throughout North America, Europe, and Asia with some of his favorite highlights in the Czech Republic, Portugal, Seoul, and islands off the coast of Thailand.
Mark A. MacInnis is a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059. Tide Creek Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and or CPA. Consult them for specific advice on legal and tax matters.
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100 Eastshore Drive, Suite 300
Glen Allen, VA 23059