Local guidance. Personal relationships.

Plan with a local advisor.

Mark Moerdyk works with families in Grand Rapids, MI and surrounding communities to build plans that fit today and prepare for what's ahead.

Mark Moerdyk

Grand Rapids, MI

Serving families locally and across Michigan.

Family focused

Helping you make confident decisions for the people who matter most.

Fiduciary standard

Independent advice. Always in your best interest.

Mark and family

Guidance with a personal center.

Mark serves as a financial coach for families who want more confidence in their daily financial decisions.

He helps clients slow down, understand the tradeoffs in front of them, and build a practical plan.

His approach is direct, encouraging, and focused on progress that clients can sustain.

Pick a time with Mark.

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