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Mark Essenfeld, CFP®, AIF®

Financial Planner, Midwest Region

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 630-354-0526 | Fax: 630-716-3059

Background

Mark Essenfeld has over 19 years of experience helping people understand the impact of their current financial situation on their future aspirations, resulting in the development of creative, customized strategies designed specifically to address their unique priorities. Mark’s ability to listen intently and distill complex data and concepts into more easily understood language and relevant ideas has made him a trusted advisor among the clients he serves, forming the basis for long and meaningful relationships supported by an insistence on exceptional customer service. 

Mark is a Certified Financial PlannerTM professional and an Accredited Investment  Fiduciary with a Bachelor’s degree from DePaul University in Chicago, and a Master’s  degree from Bowling Green State University in Ohio. In addition to his education and licensing, Mark has also been recognized as a Five Star Wealth Manager by Chicago Magazine, and by Cambridge Who’s Who® Among Executives, Professionals and Entrepreneurs. 

Aside from his practice, Mark is interested in American history, politics, and music, having played the Trumpet professionally; and he has endured being a Cubs fan his whole life. Mark lives in Oswego, Illinois with his wife Donna after having raised  seven children. He currently serves on the Board of Directors of Life’s Plan, Inc., a non-profit organization that provides Special Needs Trust access, charitable support encouraging self-sufficiency for those with special needs, and an affiliate of the Ray Graham Association. 

Areas of Focus

  • Wealth management
  • Financial planning
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Purchasing/selling of a business
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.