Financial Planning
With the help of the Baird financial planning team, I can help you build a plan for your future.
Wealth Solutions
My tailored approach to the financial markets along with market insights and proprietary solutions can help you achieve your objectives and build long term financial stability.
Trust and Estate Planning
Working alongside the Baird Trust Company, I can help you build and protect your legacy.
Business Solutions
Whether a family business or a complex organization, from valuation to succession planning, our investment banking experts can help business owners navigate a path for your business.
About Mark A. Lieser, AAMS®
Mark is a graduate of Ohio University Athens, Ohio and has been in the Financial Planning business for 19 years. He specializes in comprehensive Financial Planning including: Retirement, Estate and Trust, Educational, Insurance and Wealth Transfer.
Unwavering Expertise and Support
From day one, I am an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you will accomplish in the future.
Reaching Beyond Expectations.
I bring the guidance, insights, and solutions you need to help you make sound financial decisions for today and tomorrow. From up-to-date market research and analysis to detailed wealth planning, our experts have the knowledge, experience, tools, and resources to help you achieve your goals.