Mark  Ziety,  CFP<sup>&reg;</sup> - Financial Advisor

Mark Ziety, CFP®

Executive Director

PO Box 1109
Madison, WI 53701-1109

2920 Marketplace Dr, Ste 103
Fitchburg, WI 53719-5339
(608) 442-3750


Mark Ziety is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Madison, WI and the surrounding communities.

Financial Advisor Overview

Physicians and their families are our only clients since their finances are unique. Typically, student loan debt is higher, their career and investing start later, and they pay higher taxes than most. Therefore, specialized knowledge is needed to serve physicians. 1. Income-driven repayment plans and loan forgiveness options for student loans. 2. Where to save after maximizing the employer provided 401(k) or 403(b). 3. Ways to minimize lifetime taxes. Beyond these 3 areas, advice should be delivered in a conflict free manner. That is why we are a fiduciary 100% of the time and don't receive product commissions. We look forward to meeting you soon.


Financial Advisor Experience

I have been serving client in the financial services industry since 2004, I’m a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary. Over the years, my comments have been used in the Wall Street Journal, MarketWatch, Kiplinger’s, Yahoo! Finance, and other publications.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Personal Taxes


Helpful Financial Planning Resources