Mark L. Westerman, Cpa

Overview

Mark L. Westerman, CPA operates as a single-owner independent RIA and accountant whose advisory activity centers on financial planning and portfolio management for individuals, small businesses and institutions. The practice emphasizes fee-based planning delivered through hourly and fixed fees rather than percentage-based asset fees, and the advisory mandates reported are non-discretionary—meaning clients retain trading authority while receiving guidance and model recommendations from the adviser. Investment posture is conservative and income-oriented. The firm shows a clear preference for fixed-income instruments, with a large allocation to U.S. government bonds. The adviser is not positioned as a capital allocator or multi-state advisory platform, and it does not identify as an active ESG investor. Services are delivered from a single office and are targeted to individual and family clients rather than a broad institutional or intermediary distribution model.

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Location & Offices