Casita: the new home for your money
We’re on a mission to help people make empowered financial decisions.
Hi, I’m Mark.
My goal is to help you feel confident about your financial choices, no matter where you're starting from.
Our Services
Financial Planning
We help clients make empowered financial decisions by empathically listening, educating, and providing clear counsel. Financial planning is at the core of our services.
Investment Management
Whether you're just starting your investment journey or looking to optimize your existing portfolio, we offer tailored solutions to meet your needs.
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How’s your financial health?
Take 5 minutes to use our calculator and find out your Financial Health Score.
Let’s Build Boldly
Everyone deserves solid financial guidance, regardless of their circumstances. Partner with Casita and let’s build boldly towards your financial future.
