Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.

Firm Start Year

1988

No.of Employees

10-19

CRD#

1600709

Firm CRD#

119239

Years of Experience in Financial Services

32

Number of Years with Current Firm

32

Work Experience

Since 1988, Mark has owner Vermillion Financial Advisors. He serves as President and Managing Advisor of the the firm.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

English

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Investment Types

Mortgages & Real Estate, Commodities, Mutual Funds, Insurance, Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Via Phone, Our Office, Video Conference, Via Email

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

CFP^®, AIF^®, CFS, CRPS^®

Fee Structure

Fee-Based

Compensation Methods

Based on Assets