Our unique approach to investing is firmly grounded in Nobel Prize-winning financial and economic principles. We believe every investor should understand and feel confident about their investment approach. We have the independence to provide our clients with objective and unbiased planning while upholding the highest standards of trust to the investment process.
Witt Financial Group acts in a fiduciary capacity to our clients, who invest not only their money but their confidence, good faith, reliance and trust. Their expectation is to receive aid and advice that helps them navigate the many pitfalls of the investment world. As Investment Adviser Representatives, Witt Financial Group is required to act at all times for the sole benefit and interest of our clients, to whom we owe a duty of undivided loyalty and utmost good faith. We are prohibited from engaging in any activity that conflicts with the interest of any client, and we strive to fulfill our obligations.
MEET THE TEAM
Witt Financial Group is built on a foundation of integrity and trust, two key qualities when it comes to providing financial guidance. Our mission is to help protect and grow our clients’ wealth over the long term through sound planning and disciplined investment management and to help our clients achieve a financially sound and enjoyable retirement.
As Investment Adviser Representatives, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-efficient strategies that help provide sound preservation of capital, grow income and seek to increase returns with reduced risk.
H. Marcus “Mark” Witt
Founder & President
Throughout his 20+ years of experience in the financial industry, Mark has worked with investors to better understand financial markets and develop a disciplined approach to investing. Using an honest and upfront approach, Mark provides insight into the inner workings of Wall Street to help clients build the confidence necessary to realize their financial goals.
A dynamic public speaker, Mark has shared his message of free markets and global investing with thousands of people around the country. His direct approach and enthusiasm make him a compelling speaker and fierce proponent of free market capitalism. Mark currently presents public and private seminars on investing, asset allocation and modern portfolio theory.
Mark and his wife, Glenda, have been married for more than 35 years. They have two sons, Jordan and Grayson. Jordan graduated from East Tennessee State University and works alongside Mark as vice president of Witt Financial Group. Grayson is an active participant in the Special Olympics.
Jordan M. Witt, CRPC®
Vice President & Investment Advisor Representative
Jordan strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement.
Jordan’s decision to enter the financial services industry was inspired by his father, Mark Witt, president of Witt Financial Group. Now, as a leader of Witt Financial Group, Jordan works hard to help establish a clear purpose for his clients’ financial futures and provide the insight and guidance necessary for them to reach their goals.
Due to the success of his weekly radio show, “Smart Money Solutions,” Jordan has become a sought-after speaker on progressive personal finance and retirement planning strategies in Tennessee. He was also featured in LifeHealthPro’s 30 under 30 for finance and insurance.
Jordan graduated from East Tennessee State University with a Bachelor of Science. He is an Investment Adviser Representative, passed the Series 65 securities exam and is a licensed insurance agent in Tennessee. He is also a Chartered Retirement Planning CounselorTM (CRPC®).
Jordan and his wife, Katherine, have two daughters, Emma Katherine and Eliza Jordan. Jordan attends Central Baptist Church in Crossville and is an avid golfer — he’s proud to live in the golf capital of Tennessee. He enjoys spending time at the lake and spending quality time with friends and family. Jordan is also a fan of Tennessee football and enjoys cheering on the Volunteers.
LifeHealthPro.com’s “30 under 30” features insurance professionals under the age of 30 who have shaped the industry in especially compelling ways, whether in product development, selling strategies, market reach, technological innovation, etc. and are committed to growing industry awareness and talent. However, there are no specific criteria to be either nominated for or included in the “30 under 30.” Featured professionals are chosen by a panel of senior editors of LifeHealthPro.com who are not clients of Jordan Witt or Witt Financial Group. Inclusion in the “30 under 30” is not representative of any one client’s experience and is not indicative of future performance.
Ready to Take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.