The Harbor Wealth Advisory Group

Mark D. Stevens, CRPC® Senior Partner, Managing DirectorMark is a Senior Partner and Managing Director at Snowden Lane. Mark started his career in 1998 as a Wealth Management Advisor. Mark has successfully guided high-net-worth families and corporations through two major recessions and numerous market downturns. Mark oversees the comprehensive financial planning process for each of his clients. Part of this complex process includes retirement goals, cash flow needs and projections, portfolio stress tests, education planning, tax optimization, and estate planning. To obtain the client's goals with the least amount of risk, Mark ensures the financial plan coincides with the investment recommendations. By partnering with clients’ tax and legal professionals, Mark presents a holistic approach to financial planning and wealth management by specifically defining the risk parameters of each client. Mark currently holds a designation as a Chartered Retirement Planning Counselor.