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Guiding You to Financial Freedom


You will gain:

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

Many people feel overwhelmed and anxious because they lack a plan that will guide them to financial freedom.  At Encore Wealth Advisors we will help you create a holistic financial plan 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 discovery call will help us to understand your unique needs and how we can help

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2. Financial Review

In this 2 hour meeting we will assess the dangers, opportunities and strengths of your current financial situation and provide written recommendations for moving forward

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3. Holistic Financial Planning

Together we will clarify your vision of your ideal financial future and create and implement a step by step plan that guides you from your current financial situation to your ideal financial future

Your Investment

  • There is no charge for the discovery call.
  • Our fee for the Financial Review is $495.
  • We charge an annual retainer fee for our Holistic Financial Planning based on your assets, income and the complexity of your situation.  
  • 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 Holistic Financial Plan 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.

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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 successful professionals who have built substantial assets and are worried and confused about how to convert their assets into a recurrent income stream that allows them to live the life of their dreams. Mark believes that people shouldn’t have to sort through market noise in order to find a solution. He helps clients to develop a compelling vision for their lives, design a straightforward plan to achieve their vision, and provides ongoing coaching and support to make it happen.

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With over 20 years experience as a Certified Financial Planner®, Enrolled Agent and former IRS Auditor, Mark offers tax-focused holistic financial advice. 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 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 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
RIA in Northern California
Registered life planner affiliation
Quickbooks certified proadvisor affiliation
Enrolled Agent EA in San Francisco affiliation


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Download our free whitepaper

The Holistic Financial Plan

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

The Holistic Financial Plan provides you with a deeper understanding of how I see my role as your financial advisor.

free e-book Get your free whitepaper

Contact Us


(520) 235-6985 (Pacific Time Zone)