Mark Maclnnis is a financial planner and partner at the Financial Services of Virginia Passionate about helping clients surpass their financial goals, 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 and everything in between.
He began his financial services career in 2002 after graduating with honors from Virginia Tech, Mark has grown a team with a sound business plan that includes client educational workshops, 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 also believes in the power of education and is currently pursuing other professional designations. He also reads publications like Morningstar and Market Watch to stay sharp. Mark's team focuses on 3 groups of people.
1) 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. His team also provides guidance with business succession along with buy/sell agreements.
2) Public school teachers and administrators - The educational environment is constantly evolving, which greatly impacts common retirement tools like 403(b) plans. Staying on top of the issues and providing solutions in a timely fashion is paramount.
3) Individuals with estate planning and retirement needs – Tax laws
change every year, with the Tax Cuts & Jobs Act 2017 drastically changing the game. 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. In 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, 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.
Licenses held: Series 6, 63, 65. Life and Health Insurance Licensed Certifications held: RICP®