Our Team
Mission Statement
Our mission is to build and maintain financial plans and personalized investment portfolios that are expertly managed with our clients’ goals in mind.
Your Guide.
We will listen deeply and get to know your desires and your dreams as well as your concerns and assist you in developing and executing a financial plan and investment strategy that is precisely your own.
Your Partner.
We will be a financial partner who shares your vision and works with you to discover all the possible strategies that may help you achieve your financial goals.
Your Advocate.
We will be an advocate who supports and helps position you to pursue what matters most to you today, tomorrow and for the future.
Who We Are
Mark Renard is the founder and CEO of MAR Financial. Mark is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® to individuals and families with over 25 years of experience.
Prior to his career in financial planning, Mark was an Engineering Officer in the United States Merchant Marine inspired by his youthful adventures sailing around the world with his family on a fifty-foot sailboat. Mark enjoys swimming, hiking, reading, cooking, spending time with family, and Waveski surfing along the Oregon Coast.
Mark A. Renard
Financial Advisor
What We Do
MAR Financial is a Registered Investment Advisor. We are a financial planning and wealth management firm based in Lake Oswego, OR, focused solely on helping our clients achieve their financial goals. Services we offer:
Financial Planning
We assist you with planning and preparing for significant life events such as retirement, divorce, or the death of a loved one.
Investment Management
We provide expert management of your money when you do not have the time, interest, or expertise to do so on your own.
Retirement Planning
We can help make sure you are on track to achieve your financial goals so that you have the freedom to choose when you would like to either slow down or end your participation in the workforce.
Charitable Giving
When It comes to leaving a legacy for your heirs and your favorite charities, we can assist you and your tax advisor in developing tax efficient strategies for transfers of wealth.