Vice President | Financial Advisor
Mark Ivanovic is a Financial Advisor at The Investment Consulting Group and has more than a decade of experience in the financial services industry and joined the practice in 2005. He is committed to providing his clients with personalized, goals-based guidance that reflects their investment time horizon, risk tolerance, and objectives. He works with his clients to develop custom-tailored portfolios to meet their priorities throughout each of life’s major stages – accumulation, distribution, and legacy.
Mark offers specialized expertise in developing long-term asset allocation strategies, as well as retirement accumulation and income planning, 401K allocations, 529 education funding solutions, multigenerational planning, corporate executive services, and inherited IRA and distribution planning. Personal assistance on any questions regarding your portfolio, our investment strategy, or your personal financial situation.
His multigenerational investment planning approach allows him to build relationships with clients' families to help them understand the challenges of investment planning and properly managing inherited wealth. Family members get the clarity, confidence, and advice necessary to plan for the responsible stewardship of their family’s wealth over generations.
Mark holds a BA in Business and Communications from Oakland University, as well as the Series 7 and 66 registrations.
Mark and his wife, Krista, have two daughters, Gracie and Brooklynn. His girls are actively involved in soccer and golf. Mark has coached their soccer teams for the last eight years. They also have a young Australian Shepherd that keeps them busy. The family enjoys going on an annual vacation to Florida and exploring places throughout Michigan.