RobertsonCFP Business Owner Wealth Advisory™
Your Business Has a Plan.  Does Your Life?Â
Most business owners can tell you their revenue, expenses, and profit.
Far fewer can tell you whether they're actually on track to achieve financial independence, retire comfortably, or build the life they truly want.
The RobertsonCFP Owner Wealth Advisory™ program helps business owners align their business, wealth, and life goals into one actionable plan.
Schedule a Complimentary Owner Assessment
Imagine Having Complete Clarity
- From Busy → To Intentional
- From Revenue → To Wealth
- From Activity → To Progress
- From Stress → To Confidence
- From Fear → To Certainty
You'll Know:
- How much is enough
- What your business needs to produce
- When you can retire
- Whether you're on track
- What actions matter most
Essential
$12,000
For established business owners seeking clarity, structure, and accountability
- Owner Vision BLueprint
- Financial Snapshot
- Gap Analysis
- Monarch Dashboard
- Quarterly Reviews
Growth
$18,000
For growth-oriented owners who want regular strategic guidance and accountability.
- Everything in Essential
- Monthly Reviews
- Compensation Optimization
- Exit and Succession Readiness
- Priority Access
- Family Financial Planning Integration
High Performing
$24,000
For founders and high-performing business owners who want a trusted strategic advisor involved throughout the year.
- Everything in Growth
- Unlimited Advisor Access
- Monthly Strategic Sessions
- Business Value Optimization
- Decision Support
- Family Legacy Planning
- Annual Strategic Retreat
- White Glove Service
Meet Mark Robertson, CFP®
For more than 25 years, I've helped business owners, professionals, and families make confident financial decisions and create plans designed around their goals and values.
As a CFP® professional, MBA, business owner, university finance professor, and retired Army Colonel, I bring a unique combination of financial expertise, leadership experience, and practical real-world perspective.
My passion is helping business owners transform hard-earned business success into lasting personal wealth, financial independence, and a life built with purpose.
My Philosophy
I believe most business owners don't have a money problem.
They have a planning problem.
Many work incredibly hard building successful businesses, yet never create a roadmap that connects that success to their personal vision, family goals, retirement plans, and long-term financial independence.
My role is to help you create that roadmap.
Together, we'll build a clear plan that helps you:
- Define what success truly means to you
- Understand where you stand today
- Identify the gaps between your current reality and your desired future
- Create a practical strategy for closing those gaps
- Stay accountable and on track as life and business evolve
I help business owners turn success into lasting wealth.
