Clients since 2011 "I have been with the Farris Wealth Management Group for almost six years and have no intentions of going anywhere else for wealth management advice and support. Mark Farris and his team are experts at what they do. They have always provided sound, well researched, accurate and objective advice, which is tailored to my specific needs. They are also very approachable and have always been available whenever I've needed them. I recently experienced a catastrophic life event and the Farris Wealth Management Group pulled out all the stops to help me get through it. They gathered information I needed urgently, worked collaboratively and efficiently with my other advisors, and provided me with access to their network of professional colleagues for input and advice on important matters I would not otherwise have considered. This group cares about their clients; they're experts; and they're available when you need them."
Meg B.
Client since 2010
"We have had our investments with Mark and the team since 1992. Mark helped us establish our long-term financial goals and we reached a big milestone in 2011 by retiring, allowing us to focus on the next chapter of our lives. We are fortunate to know all the members of the Farris Wealth Management Group and be a part of their extended family.”
Will Y. & Bev P.
Clients since 1992
"The Farris Wealth Management Group is truly multidisciplinary. They are organized and have good expertise in the areas of family wealth planning, tax planning and retirement planning. We like having access to the seminars they host with experts from across the country. It seems if we have a special need or request the Farris Wealth Management Group will source that need. They were a tremendous amount of help gathering data and staying on top of deadlines for a difficult U.S. tax filing that dated back many years. The Farris Wealth Management Group has really streamlined our tax season processes. They are organized and responsive to our needs. They have also helped us piece together a long-range financial plan that will help us achieve the kind of retirement we want and the appropriate legacy for our children. We couldn't be happier."
Dave & Drue R.
Clients since 2009
"Our experience working with the Farris Wealth Management Group has been exceptional. We have been very pleased with the customer service that Mark gives us; always patient and generous. He has followed our desires to have a rather conservative account and we have been very happy with the results that he has produced for us since 2007. Mark and his team are professional, polite and quick to respond to any questions or concerns we may have with our investments. They have also taken the initiative to schedule seminars and presentations on various topics of interests to their clients. Through these seminars, and also in response to our personal inquiries, they have set up meetings for us with lawyers, accountants, and other professionals who have helped us to organize our financial and legal affairs. We have also enjoyed the dinners and social outings that they have organized for us and our families. We are very grateful that Mark came into our lives at a very crucial time for us and has helped us meet and exceed our financial goals. And it was Mark who finally gave us the nod to comfortably retire!"
Brian & Elizabeth M.
Clients since 2007
