Your business and your personal wealth, planned together.
For owners of growing companies: 401(k) and pension design, executive benefits, and ongoing fiduciary support — with a clean line between your personal plan and your business plan.
Four areas of support.
Retirement plan consultation
401(k) and pension design, plan audits, fee benchmarking and ongoing fiduciary support.
Employee & executive benefits
Benefits that help you hire and keep key people, including executive and key-employee plans.
Business consulting
Guidance on cash flow, entity structure and how business decisions affect your personal finances.
Succession & exit planning
Preparing for a sale or transition years in advance, so the outcome supports your personal goals.
Mark MinderMark works with individual families in their wealth management needs specializing in providing solutions to doctors, business owners, and entrepreneurs.
Owners planning a sale may also want to look at our Multi-Family Office, which includes liquidity event planning.
Darden Wealth Group is a registered investment adviser. Darden Wealth Group does not provide legal, tax, or accounting advice. See our Disclosures and Form CRS.
See if we're a fit.
Answer a few short questions about your family and finances. You'll get a recommendation and can book a time with the right advisor.