Before the Advice, Check Out the Advisor

Here’s a great article from the New York Times highlighting the difference between true advisors (like The Appleton Group) and others in our industry who merely sell products…

(click on the image to view article)

 

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By | 2014-10-14T16:09:27+00:00 October 14th, 2014|Opinion|Comments Off on Before the Advice, Check Out the Advisor

About the Author:

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 19 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016