Goldmark Financial Planners, LLC

Overview

Goldmark Financial Planners, LLC is an independent, Oregon-registered advisory firm organized as an LLC and owned by an individual. Its client focus is individuals and families; primary services listed are financial planning and discretionary portfolio management for individuals and small businesses. The firm also conducts insurance brokerage activities, which aligns with its use of annuities in client work. Compensation comes from a combination of a percentage-of-assets fee schedule and hourly charges. Goldmark reports no focus on ESG investing, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices