Mark Berg (CFP®)

Mark Berg focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Timothy Financial offers hourly, fee-only financial advice on most areas affecting individuals, families and small businesses (education, insurance, retirement, estate planning, investments, transition). We manage no assets, but would be happy to assist you with advice related to your investments in an hourly capacity. We require no minimum net worth or income levels. We can advise from the simple to the complex. Everyone is offered a free initial consultation to help you determine whether we can best assist you towards accomplishing your goals in a cost-effective manner. We have offices in Wheaton (western suburb) and downtown Chicago. Additional information can be found at WWW.TIMOTHYFINANCIAL.COM.

NAPFA Start Date

November 26, 2001

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This Office

225 W Washington St Ste 1010 Chicago, IL 60606-3100 Phone: (630) 681-0700

Other Offices

104 E Roosevelt Rd Ste 200 Wheaton, IL 60187-5267 Phone: (630) 681-0700 Fax: (630) 384-1065