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Helping You Create A Roadmap to Financial Freedom


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You will gain:

  1. Clarity regarding your current financial situation.
  2. A compelling vision of your ideal financial future.
  3. A step by step plan that guides you from where your are right now to your ideal financial future.

Many people feel overwhelmed and anxious because they lack a plan that will lead them to financial freedom.  At Encore Wealth Advisors we will help you create a roadmap that will clarify and guide you toward your ideal financial future.  Schedule a call today to take your first step on the road to Financial Freedom.

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3 Steps to Financial Freedom


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1. Let’s Talk

This get acquainted call will help us to understand your unique needs and how we can help

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2. Financial Strategy Session

In this 2 hour meeting we will assess the dangers, opportunities and strengths of your current financial situation as well as develop a clear vision of your ideal financial future

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3. Financial Roadmap

We will create a step by step plan that will guide you from your current financial situation to your ideal financial future


The Cost

The cost of the Financial Strategy Session and Financial Roadmap is $495 (tax deductible).  The cost of not taking action is to continue to live in perpetual anxiety regarding your financial future.  Take your first step on the road to Financial Freedom by scheduling a phone call.


Client Success Stories


Maximizing Social Security

There is no "one size fits all" for retirement planning. See how we helped a soon-to-retire couple achieve their retirement dream of traveling the country.

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Increasing Retirement Savings

We tailor each Financial Roadmap to your unique needs and goals. With this in mind, see how our guidance helped a college professor and his wife retire with financial stability and happiness in Arizona.

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Reducing Taxes

It's never too late to develop a financial plan. See how we helped a retired couple with their tax strategy, allowing them to live their dream of traveling the country.

Learn More

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What Makes Us Different


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1. Empathy

At Encore we have been there and understand what it feels like to be overwhelmed and anxious about your financial future.

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2. Conflict-Free

As a fee-only planning firm we are paid only by our clients.  We do not accept commissions, referral fees, or compensation from other sources.  The result is unbiased, objective financial advice.

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3. Life-Centered

At Encore what you care about matters deeply to us. We begin with your ideal life.  We then plan your financial life around it so that it aligns with your core values, your personal goals, and your deepest wishes.

Mark Stempel CFP®, EA Photo

Mark Stempel CFP®, EA

Mark Stempel works with professionals who are struggling to get a handle on their financial future. He knows firsthand how frustrating this can be, so he created The Financial Roadmap to help professionals gain the clarity they need to achieve financial freedom.

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With over 15 years experience as a Certified Financial Planner®, Enrolled Agent and former IRS Auditor, Mark offers fully integrated tax and financial planning. Mark holds a B.A. in Philosophy from Hartwick College and an M.A. in Psychology from Duquesne University.  He is a Registered Life Planner and is certified as a professional coach through the Newfield Network and New Ventures West.  Mark is a member of the National Association of Personal Financial Advisors. He also co-authored a book with Mark Victor Hansen entitled “Create the Business Breakthrough You Want:  Secrets and Strategies from the World’s Greatest Mentors.”  Ken Blanchard has referred to Mark as “one of the best business minds today”.

Mark holds a third degree black belt in the Japanese martial art of Aikido.  He is a life-long learner who is currently studying Tai Chi and Qigong.  He lives in Marin County with his wife, Marie, and Bombay cat, Godiva.


Certified Financial Planner CFP in San Francisco Bay Area affiliation

Charles Schwab affiliation

NAPFA Registered Financial Advisor San Francisco Bay Area California
Enrolled Agent EA in San Francisco affiliation
RIA in Northern California
Registered life planner affiliation
Quickbooks certified proadvisor affiliation

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The Value of a Financial Roadmap

by Mark Stempel CFP®, EA


Imagine what it would be like to work with an advisor who put you, not your money first.

The Value of a Financial Roadmap provides you with a deeper understanding of how I see my role as a financial advisor.


The Value of a Financial Roadmap free e-bookGet your free e-book


Contact Us


CONTACT Mark STempel CFP®, EA

mark@encorewealthadvisors.com
(520) 235-6985 (Pacific Time Zone)