Your Trusted Partner in Financial Planning and Success

At CPA Financial Architects, we pride ourselves on delivering tailored financial solutions that drive results. Mark has successfully guided numerous clients toward financial independence, optimally managing their investments and planning for retirement.

Mark Robertson brings a wealth of experience and dedication to his role as a Certified Financial Planner. He has empowered countless clients, from young professionals to retirees, by providing comprehensive retirement, estate, and tax planning strategies that help them achieve their financial dreams while minimizing tax implications and maximizing their wealth.