Mark P. Shively

Mark P. Shively offers financial planning and portfolio management services. The financial planning process involves understanding your financial situation, goals, and risk tolerance. Investment strategies consider taxes, inflation, and diversification, with allocations changing over time. Mark P. Shively manages investments on a non-discretionary basis, meaning he speaks with you before making investments. He focuses on a conservative, long-term approach and does not trade options or day trade.