There’s nothing Strategic Wealth Partners CEO Mark Tepper loves more in this world than winning. What constitutes a win for Mark? Successfully developing financial strategies for clients that get results. Since founding SWP in 2008, Mark put his competitive nature and years of experience to work putting points on the board for clients looking for sophisticated and comprehensive wealth management solutions. Mark works with a broad spectrum of high net worth individuals, from business owners to professional athletes, and crafts strategies tailored to their specific goals.
As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business’s Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers – Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete’s Guide to Building Lifelong Wealth. Additionally, Mark’s an NFLPA Registered Player Financial Advisor.
Under Mark’s leadership, SWP has been named to the annual Inc. magazine “Inc. 5000” list for four consecutive years. In 2015, Mark was selected by Crain’s Cleveland Business for their annual “Forty Under 40” list. Mark’s philanthropic endeavors include volunteering as a Board Member for Make-A-Wish as well as active support of The Innocence Project.
Mark earned his BSBA in finance from John Carroll University and holds a Certified Financial Planner™ (CFP®) designation. He lives in Richfield, Ohio with his wife, Jamie, three children, and dog Brody (a Cane Corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and coaching his kids’ sports teams.
As much as Mark loves winning, he also enjoys educating others on how they can take charge of their financial futures. Mark is an especially effective communicator whose expertise is sought by national media outlets. You might recognize him from his regular appearances as a co-host on Fox Business’s Mornings with Maria and Varney & Co. Along with his eBook Tilting the Odds, Mark has authored three Amazon bestsellers – Walk Away Wealthy – The Entrepreneur’s Exit-Planning Playbook, Exceptional Wealth, and The Money Playbook: The Professional Athlete’s Guide to Building Lifelong Wealth. Additionally, Mark’s an NFLPA Registered Player Financial Advisor.
Under Mark’s leadership, SWP has been named to the annual Inc. magazine “Inc. 5000” list for four consecutive years. In 2015, Mark was selected by Crain’s Cleveland Business for their annual “Forty Under 40” list. Mark’s philanthropic endeavors include volunteering as a Board Member for Make-A-Wish as well as active support of The Innocence Project.
Mark earned his BSBA in finance from John Carroll University and holds a Certified Financial Planner™ (CFP®) designation. He lives in Richfield, Ohio with his wife, Jamie, three children, and dog Brody (a Cane Corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and coaching his kids’ sports teams.