Our Mission

"To help as many people as we can, in as big of a way that we can."

Mark and his team are committed to building a comprehensive financial plan tailored to your future goals and best interests.

Life can be unpredictable and sometimes stressful. And your finances shouldn't be. For those who don't know where to start, our team works to create a blueprint that's simple, approachable and effective. For those already established, a conversation with Mark and his team will instill confidence as well as a peace of mind in knowing you have set yourself up for success.

Mark is thankful for the opportunity to work with and ensure our clients have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals along with protecting the people and things they love and care about most. Let our team help you achieve a secure financial future.

Award Winning

Forbes has recognized Mark Leong as one of the Top Best-In-State Financial Security Professionals. Many thanks to our hardworking team, amazing clients, and our partnership with Northwestern Mutual. This would not have been possible without you!

You can read the article here.

Forbes Best-in-State Top Financial Security Professionals list (July 2023), based upon data as of December 31st of the preceding year.  Research and ranking provided by SHOOK Research.  Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost Your Financial Knowledge.