Planmark Capital Management, LLC Email Format

Investment ManagementGeorgia, United States0-1 Employees

Planmark Capital Management, LLC is a Registered Investment Advisor based in Alpharetta, Georgia, operating in the investment management sector. It maintains an affiliation with LPL Financial, described as the largest independent broker-dealer in the country, which provides access to a broad range of non-proprietary financial products and supports objective guidance. Planmark's advisory staff comprises CERTIFIED FINANCIAL PLANNER licensees who bring more than 30 years of combined experience advising both corporate and individual clients on investment, retirement, and estate matters.

The firm's approach centers on serving clients with their interests first, recognizing that clients are the reason the firm exists, and emphasizing long-term planning for achieving life goals. It also highlights ongoing education for its advisers so they can educate clients, and it frames its business around beliefs that emphasize client concern, fairness, dependability, and professionalism. Planmark targets both corporate and individual clients seeking guidance on investment, retirement, and estate planning, and it emphasizes a non-proprietary product approach to keep advice objective.

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