Leadership
Mark Tepper, CFP®
CEO, Strategic Wealth Partners & Author of Engineering Your Exit
Mark Tepper is the founder and CEO of Strategic Wealth Partners (SWP), a multi-family office serving high-net-worth and ultra-high-net-worth families, with a particular focus on founders and owners. His firm helps clients coordinate the many moving parts of significant wealth, which include investments, tax strategy, estate planning, and business transactions. SWP works as a holistic system rather than disconnected pieces.
Mark is also an author and national media contributor known for making complex financial ideas practical and relatable. He appears regularly on Mornings with Fox Business and Varney & Co, and was a frequent contributor on Mornings with Maria. Mark has authored three Amazon bestsellers: Walk Away Wealthy: The Entrepreneur's Exit-Planning Playbook, Exceptional Wealth: Clear Strategies to Protect and Grow Your Net Worth, and The Money Playbook: The Professional Athlete's Guide to Building Lifelong Wealth.
Mark is an active member of Young Presidents' Organization (YPO) and Entrepreneurs' Organization (EO). He donates his time to philanthropic causes as a board member for Make-A-Wish, supports the Tunnel to Towers Foundation, and is an active proponent of the Innocence Project.
Mark earned his BSBA in finance from John Carroll University and is a Certified Financial Planner. He lives in Richfield, Ohio, with his wife, Jamie; their three children; and their dog, Brody (a cane corso). In his downtime, Mark enjoys fitness, golf, softball, skiing, and cheering on his kids’ sports teams.
Meet the Team
Tony Zabiegala
Enterprise Operating System Consultant
Nate Fischer
Wealth Management Specialist
Dr. Kristin Kelly
Tax Specialist