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Our Team

Mission Statement

Our mission is to build financial plans and personalized portfolios that are expertly managed with our clients’ goals in mind.

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Your Guide.

We will listen deeply and get to know your desires and your dreams as well as your concerns and assist you in developing and executing a financial plan and investment strategy that is precisely your own.

 

Your Partner.

We will be a financial partner who shares your vision and works with you to discover all the possible strategies that may help you achieve your financial goals.

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Your Advocate.

We will be an advocate who supports and helps position you to pursue what matters most to you today, tomorrow and for generations to come.

Mission Statment
Meet the Team
Who We Are â€‹
Mark Renard.jpg

Mark A. Renard, CFP®, CIMA®

 

Financial Advisor

 

Mark Renard is the lead Investment Advisor at MAR Financial Group. Mark’s greatest aspiration is to freely give of himself for the highest good of others and regularly volunteers his time, treasure, and talent with the Portland Rescue Mission and New Life Ministries. Mark has served as CERTIFIED FINANCIAL PLANNERâ„¢ and Certified Investment Management Analyst® to individuals and families throughout the United States for over 20 years.  

 

Prior to his career in financial planning, Mark was an Engineering Officer in the United States Merchant Marine inspired by his youthful adventures sailing around the world with his family on a fifty-foot sailboat. Mark considers himself a deeply faithful man and is an active member of his Church and student of both the Old and New Testament. Mark enjoys exercising, reading, cooking, spending time with family, and during the summer months finds solace paddle boarding and swimming in the Willamette River, and when conditions permit, he waveski surfs at the Oregon Coast all year round.

What We Do

MAR Financial Group is an advisor team of Northwest Asset Management.  We are a financial planning and wealth management group based in Lake Oswego, OR, focused solely on helping our clients achieve their goals.  Services we offer:  

Financial Planning

We assist you with planning and preparing for significant life events such as retirement, divorce, or the death of a loved one.

Investment Management

We provide expert management of your money when you do not have the time, interest, or expertise to do so on your own.

Retirement Planning

We can help make sure you are on track to achieve your financial goals so that you have the freedom to choose when you would like to either slow down or end your participation in the workforce.

Charitable Giving

When It comes to leaving a legacy for your heirs and your favorite charities, we can assist you and your tax advisor in developing tax efficient strategies for transfers of wealth.

Services We Offer
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