Learn About Marc Brooks
Professional Background
Marc Brooks’ financial career spans over two decades. He has experience with many of the most established financial institutions such as Fidelity Investments, Fisher Investments, ADP, TIAA-CREF, and Churchill Management Group. He has served as a wealth management advisor to cultivate and oversee a portfolio of clients with assets amounting to several hundred million dollars.
During his tenure of 8 years with Churchill Management Group, Marc was instrumental in increasing assets under management (AUM) from $3.5B to $8B while expanding the client base from 3,000 to 6,500. Marc is proud to have provided thousands of clients with value and excellence to optimize their financial situation and offer peace of mind and the ability to enjoy their dreams and goals before and during retirement.
Marc is a student of Behavioral Psychology and has a great background with understanding the history of the markets in all market conditions. He is also CERTIFIED FINANCIAL PLANNER®.
Personal Pursuits
Marc is a devoted husband and father to two small children. He enjoys spending his free time attending the many sporting events for his children or tending to his garden and bird feeders. As a former multi-Ironman triathlete and marathon finisher, Marc has a passion for running, cycling, and swimming. Originally from Cincinnati, Ohio, he is also a longtime Bengals fan.
Community Impact
As someone who values creativity, culture and community enrichment, Marc is a proud supporter of the arts. He regularly volunteers for a nonprofit pre-professional ballet company and has performed in the Nutcracker for multiple years. He values the impact that the arts have on society and specifically for young people in the community.
Awards and Recognitions
The Kelley Coin from Indiana University
(Awarded To Full-Time MBA Students, Faculty, Staff, and Alumni Who Demonstrate Values Of Integrity, Excellence, Professionalism, Collaboration, and Leadership.)
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.