Mark Stevens Email & Phone Number

Mark is a Financial Fiduciary, Senior Partner and Managing Director at Snowden Lane Partners, an independent boutique wealth advisory firm serving high net worth individuals, their families and institutions. With over 23 years of experience as a Wealth Management Advisor, Mark has successfully guided high net worth families and corporations through two major recessions and numerous market downturns.Mark oversees the comprehensive financial planning process for our clients. This process includes, but is not limited to, retirement goals, cash flow needs and projections, portfolio stress tests, education planning, tax optimization and estate planning. Mark then insures that the financial plan coincides with the investment recommendations to obtain the clients goals with the least amount of risk.By partnering with our client’s tax and legal professionals, Mark presents a holistic approach to financial planning and wealth management by specifically defining the risk parameters of each client. Mark currently holds a designation as a Chartered Retirement Planning Counselor. He is originally from Baltimore and resides in Severna Park with his family.