Mark C. Huffman, Cpa/Ria

Overview

Mark C. Huffman operates a single-owner independent RIA structured as a sole proprietorship. The firm serves individual and family clients with a fee model based on a percentage of assets under management and emphasizes financial planning and portfolio management for individuals and small businesses. The firm's background in accounting informs its advisory approach, which favors straightforward, equity-centered portfolios and customized managed accounts. The adviser does not position itself as an ESG investor, a pension consultant, or a multi-state adviser, and it is not a capital allocator or related-adviser network.

Assets & Accounts

Public Holdings

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Location & Offices