Welcome to Heartland Wealth Management
At Heartland Wealth Management, we are passionate about what we do. We believe our passion for building relationships with our clients, truly makes our firm different and is at the heart of our business.
We take time to get to know you, your risk tolerance, your individual needs, and your wishes. Then, a uniquely tailored portfolio is created, using a variety of investment options, specifically for you.
At Heartland Wealth Management, we believe that part of what makes us stand apart is not only how well we know and meet our clients' individual needs, but also the processes we take to ensure your investment portfolio is consistently monitored.
- Face-to-face meetings at least twice a year.
- We will look over your portfolio, and discuss needed changes based on the market environment and your needs.
- In house reviews of every portfolio, every 60 days, to see if there are any needed adjustments.
- Run reports each fall, to make sure that you are keeping up with your Required Minimum Distributions.
At Heartland Wealth Management, we specialize in authentic relationships. While our firm continues to grow, we will never lose sight of what makes our office unique - our desire to know & serve our clients. Mark recognizes nearly every client by their voice when they call, and has built truly meaningful relationships with them over time.
On top of providing experienced financial planning advice, our advisors often help clients by talking them through such things as buying or selling homes, purchasing a new car, financing college for their kids or grandkids, and preparing proper estate plans. Getting to know each client and their families is an honor for all of our advisors and staff at Heartland Wealth Management.
Ready for the next step? We can help.
Mark Johnson, MBA
Financial Advisor | Owner & Founder
Throughout his more than 30-year career in the financial services industry, Mark has had one goal in mind: to collaborate closely with clients to become their partner as they strive to build the financial future they desire. Focused and calm by nature, he specializes in crafting tailor-made financial plans that help to provide his clients with a reliable stream of income in retirement. Mark applies a high level of focus and personal service to his daily work, and is honored to be able to guide those he serves toward their wealth accumulation and distribution goals.
Prior to joining Concurrent in January 2018, Mark served as a financial advisor with Morgan Stanley for six years and with Edward Jones for 16 years. He earned his bachelor’s degree from the University of Oklahoma and his master’s degree from Oklahoma City University.
In his free time, Mark loves to travel, paint, attend musical performances by local and nationally recognized artists, and spend time relaxing at the lake. A native of Oklahoma, he currently resides in Moore with his wife Blanca. Mark has one daughter, Nicki, and two children by marriage, Albert and Bianca. Together Mark and Blanca have three grandchildren, Addie, Wyatt and Waylon. Family is of the utmost importance to Mark, and he and his loved ones often get together at his house in Moore or at the lake, where Mark typically plans and cooks a big meal for them.
Investment
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Pre-Retirement
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Legacy
One of the biggest concerns for many people is that they not only leave a lasting legacy to their heirs, but that they do it in the most tax-efficient way. We will help to make sure that your estate is set up the way you desire so that your assets go to those you desire in the most tax-efficient ways possible along with avoiding probate.
Rebalancing Your Portfolio
Interested in a Fuel Efficient Car?
Raising Healthy Children
