AUBURN, Ind. - Hefty Wealth Partners, a nationally recognized independent wealth management firm, announces the appointment of Mark O. VandeVelde as a wealth partner. Mark is a native of Westfield.
As a registered investment adviser and a fiduciary for advisory accounts, Hefty Wealth Partners is committed to providing objective and superior wealth management service to clients. As an 11-year veteran of the financial planning industry, Mark’s experience in individual wealth management and small business retirement plans reflects this commitment and enhances the expertise and level of service at the firm.
“We are delighted to bring Mark on board as a member of Hefty Wealth Partners,” says David Hefty, CEO of Hefty Wealth Partners. “His addition will allow us to continue our commitment to world-class service in a local, accessible setting and offer clients another senior level financial planner to work with in-person.”
Mark’s familiarity with the Fort Wayne and Auburn areas, coupled with his extensive experience as a financial planner, enables clients of the firm in and around Fort Wayne to have an even greater level of convenience to meet with an adviser.
“I’m very excited to be a member of the team,” Mark says. “Hefty Wealth Partners is a highly regarded, independent firm, something that really appealed to me and fostered my desire to work with David, Stacy and all the professionals at Hefty Wealth Partners.
“It is an opportunity to work alongside clients as a fiduciary for advisory accounts,” Mark continued.
Mark comes to Hefty Wealth Partners most recently from Chase Bank in Fort Wayne, where he was a financial adviser and member of the investment team.
Mark is a married father of three boys who graduated from Ball State University with a Bachelor of Science degree in Finance with a Financial Planning Option.
About Hefty Wealth Partners
Hefty Wealth Partners is an independent registered investment advisor founded in 2000. The firm provides comprehensive financial planning and investment management solutions to individuals, families, and small businesses to help assess their needs, determine their goals and create a solution.
Founders David and Stacy Hefty have been nationally recognized for their success and expertise within the financial industry. The firm is ranked as one of the top 50 largest branch offices based on revenues affiliated with LPL Financial, out of more than 12,000 advisors.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Hefty Wealth Partners, a registered investment advisor and separate entity from LPL Financial.