(614) 802-3200
You've worked hard to build something meaningful. Now it's time to ensure that your wealth serves your life and legacy with clarity, control, and purpose. Whether you're approaching retirement, navigating a business transition, or seeking smarter ways to steward your resources, you're in the right place.
Purposeful financial planning for business owners, professionals, and families who think generationally.
You've worked hard to build something meaningful. Now it's time to ensure that your wealth serves your life—and your legacy—with clarity, control, and purpose. Whether you're approaching retirement, navigating a business transition, or seeking smarter ways to steward your resources, you're in the right place.
Discover the time-tested strategy used by America’s most enduring family dynasty, refined for business owners and legacy-minded families like yours.
We serve high-achieving individuals with high-stakes decisions to make. If you see yourself in one of the following, we should talk:
Entrepreneurs seeking tax-efficient growth and exit strategies.
Professionals wanting control and liquidity in retirement.
Legacy Builders ready to protect family wealth for future generations.
Values-driven Families who see wealth as a tool for good.
Our approach is designed to uncover what matters most to you and shape a plan around it.
Each of these journeys is supported by our proven planning process and tailored expertise.
Strategic guidance personalized to your values, priorities, and next chapter.
For Legacy Builders
Pass on wealth and values with clarity, not confusion.
For Entrepreneurs
Turn business equity into multi-generational family security.
For Professionals
Create a structured income strategy you can rely on for life.
For Families of Faith
Shield assets from legal, tax, and market threats.
For All Clients
Reduce unnecessary tax exposure through proactive coordination with your CPA.
Our strategic network includes tax attorneys, CPAs, actuaries, and legacy planning specialists. We coordinate every moving part so you don’t have to.
Trusted by high-achieving families for over 35 years because we listen first, plan thoroughly, and execute with excellence. Why do families stay with Pfister for decades, and through generations?
35+ Years in Practice: Through recessions, regulation changes, and exits
Comprehensive Wealth Design: We don’t sell products; we build personalized strategies
Tailored Income Strategy Timelines: Many clients receive an actionable plan within 30–60 days
Faith-Driven Guidance: Rooted in stewardship, humility, and service
White-Glove Support; Accessible, proactive, and always relationship-first
Real results. Real relationships. Here are just a few examples:
"What makes me happiest about working with them is the easy accessibility and prompt attention to my questions. It’s deeply reassuring to speak with someone who has such considerable expertise in this field."
— Dr. Ronald D., M.D., CEO
"Mark had tremendous experience regarding his product offerings and he was able to explain things in a way that was very easy for us to understand and digest...he took the time to educate us on how the products work and how they would work for our situation."
— Aaron M
"Over the past ten years the results have been spectacular and well exceeded our expectations for wealth accumulation. His willingness to listen to our goals and putting a plan in action, confirmed his quality customer service."
— George G., Retired CEO
Your wealth plan is strengthened by the best minds in the business. We've cultivated relationships with elite partners in tax strategy, succession planning, insurance structuring, investment design, and business advisory. These include:
Tax attorneys
CPAs
Business valuation and exit strategy experts
Life insurance and premium finance specialists
Actuarial consultants and benefit planners
These partnerships give our clients access to proprietary strategies and deep expertise not available to the general public, while we maintain full oversight and alignment with your goals.
Let’s begin with a 30-minute, no-cost conversation where we’ll listen to what matters most to you. Whether you're navigating retirement, preparing to exit your business, or simply want a second opinion, we’re here to help you gain clarity and chart a path forward.
We’ll answer your questions, outline next steps, and help you determine whether our approach is a good fit.
No pressure or obligation. Just a thoughtful, personal conversation to explore what matters most to you and how we might help.
"We recommend his firm with conviction. We'd discuss his services with any interested prospective clients." — Greg G.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.