Marcus J Owens

You desire financial abundance, security, and sound decision making. You try to do what's right for yourself and loved ones, but one financial misstep can often undermine the best of intentions. Whether you are exploring your personal, family, or business finances, we can mutually identify your desires and develop a plan to mirror them with your actions. 

My Mission as an Advisor is to:

• make sure that our planning is directly aligned with your vision.
• enhance your financial intellect through our conversations.
• enhance and create Generational Wealth for families, communities, organizations, and businesses.
• always be open to communication and thoughts from those I speak/meet with.
• leverage the hindsight of my most seasoned clients to provide foresight for those that are earlier in their journey.

My Mission as a man is to:

• be honest and on the side of truth.
• be an engaging and inspiring husband, father, and friend.
• bring calming and jovial energy to every room I enter.
• be a student of life; learning at every opportunity presented.
• be fair.

Marcus J. Owens, RICP ®