Mark Weatherly operates his independent Kingsview Partners practice in Edmonds, Washington. Mark is a former Edward Jones advisor and Chartered Financial Consultant™ (ChFC®) with seven years of experience. He joined Kingsview’s independent platform in 2023.
An Early Introduction to Finance
Originally from Port Townsend, WA, Mark learned about finances at a young age. “My father gave my brother, sister and me each a small brokerage account when we were young, so I’ve been investing personally since I was nine years old. He explained how the markets worked, taught us about local companies, and discussed saving and investing for the long run. It’s been a passion for me ever since.”
The Value of Trust
Mark developed his “client first” ethic growing up through work in his family’s restaurant, where revenue was heavily dependent on the tourist season and the loyalty of local
customers.
“I learned back then that we had to establish a relationship where people felt comfortable coming back to us time and again, and that still holds true. Feeling confident in someone’s values and ethics is paramount, especially when they’re helping to guide your financial future. I’m very passionate about the full scope of financial planning, which translates into every conversation I have with my clients.”
A Customized Approach
Every investor has unique needs, so Mark customizes his strategies to help people work toward their financial goals. Whether that means saving for education or a down payment on a new home, protecting accumulated wealth, or mapping out estate and tax efficiency considerations, he is committed to providing an outstanding client experience.
Mark’s areas of focus include:
– Retirement Savings Strategies
– Business Retirement Plans
– Wealth Strategies
– Estate and Legacy Strategies
– Retirement Income Strategies
– Insurance and Annuities
On a Personal Note:
Outside work, Mark and his wife, Armida, live in the community of Edmonds and are raising their granddaughter, Leah. They are very involved in the community and their church. Mark also enjoys golf, time spent with family, and watching the Seahawks in his spare time.
