The first step toward a successful plan is building a better relationship. By working closely with you to better understand your goals, your tolerance for risk and your unique needs, we can better develop a financial strategy that’s built to help you succeed on your terms.

Planmark helps clients’ nationwide shape and secure their financial future. We do this through integrated financial planning and a diligent, time-tested investment approach. At Planmark, we are committed to helping you enhance the quality of your life through making smart financial decisions.

Planmark Capital Management, LLC, is a Registered Investment Advisor (RIA) based in Alpharetta, Georgia. We are affiliated with Linsco Private Ledger, Inc. (LPL), the largest independent broker/dealer in the country, with over $37 billion under advisory management*. With access to a broad range of non-proprietary financial products, you can be sure that our advice is truly objective. Planmark’s advisors are CERTIFIED FINANCIAL PLANNER© licensees and have more than 25 years’ combined experience advising corporate and individual clients on investment, retirement, and estate issues.

* As reported in Financial Planning magazine June 1996-2006, based on total revenues.