Focus: Integrated Tax Strategy and Holistic Wealth Management.
Raymond W. Mark, CPA, CFP®, PPC®, is a seasoned financial strategist operating at the critical intersection of tax efficiency and wealth management. With over 25 years of experience spanning accounting, tax, and finance, Ray offers a comprehensive perspective that few in the industry can match. Dually licensed as a Certified Public Accountant (since 2002) and a Certified Financial Planner® (since 2006), he also holds the Professional Plan Consultant (PPC®) designation, reflecting his deep expertise in retirement plan management.
An Indiana University alumnus with degrees in Accounting, Finance, and International Studies, Ray began his career consulting for a diverse roster of clients—from Fortune 500 corporations to agile, family-owned enterprises. This foundational experience in the Indiana accounting sector revealed a recurring challenge for many high-net-worth individuals: a systemic lack of coordination between tax liability and long-term investment strategy.
To solve this, Ray founded M Accounting Group LLC, a firm dedicated to providing specialized tax and accounting services within a broader financial planning context. By unifying these often-siloed disciplines, Ray provides his clients with a singular, trusted destination for their financial future. His approach ensures that every financial strategy is not only growth-oriented but meticulously structured to maximize tax efficiency and preserve capital.
IN License#682037
CA License#0L90756