Since 1996, Mark Connely exists to empower families to experience purpose, freedom, and abundance. It is his mission to inspire and coach families on the truths of investing and design a plan that supports their purpose.
Successful individuals and organizations have chosen to work with Mark because of his loving dedication to family, integrity, and excellence. As well as his ability to coach and empower families and businesses in an enthusiastic manner. By focusing on your interests first, Mark will educate and prepare you to protect what you value most by helping to reduce your exposure to financial threats. Mark will also guide you to capitalize on opportunities using a mathematical and scientific approach rather than the traditional approach of gambling and speculating. This gives all his clients, including you, the opportunity to optimize their entire financial world, which can help optimize their cash flow today and in the future.
In order to achieve exceptional results, you must begin to think in new ways. Through premiere investor coaching, Mark Connely can be a stand for your family to have breakthroughs that will transform the investing experience which can result in financial independence and the confidence necessary to live life with purpose.
Mark's career highlights:
- Financial Advisor since 1996
- Awarded Top Best In-State Financial Security Professional by Forbes (2023, 2024 & 2025)
- InvestmentNews Advisor of the Year Finalist
- Contributor to Fox 26 Houston News
- Contributor to Jones & Bartlett Learning - an Ascend Learning Company publisher
- Contributor to the street.com's Retirement Daily section
- Contributor to money.com
- Contributor to Yahoo Finance
- Lonestar Money Resource contributor 1070-AM
- Guardian President’s Council Award Winner (2015, 2016, 2017, 2020, 2022, 2024)
- Business school graduate of Texas A&M University, Fightin' Texas Aggie
- Certified Financial Planner, CFP®
Personal:
- Faith in Christ
- Happily married with three children
- Loves scuba diving, golfing, and running
- Passion for music of all kinds
- Aggie tailgating
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Best in State Financial Security Professionals list 2023 & 2024 are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. CA Insurance License #0D04370 AR Insurance License #1301962 - 7360146.1 Exp. 11/26