Mark A. Wittleder, CFP^®

Mark is a Wealth Advisor in our Indianapolis office. He joined legacy firm Windsor in 2023 as a Senior Wealth Advisor. He has more than 18 years of service in the industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional, earning his CFP® certification in 2010, as well as a Certified Wealth Strategist (CWS) designation in 2020. A graduate of Indiana Wesleyan University, Mark earned a Master of Business Administration from Butler University. Most recently, he served East Coast high-net-worth clients as a wealth advisor with Charles Schwab Wealth Advisory. In that role, Mark delivered comprehensive wealth management service and portfolio advice to clients, aligning their objectives and adapting their strategies with life changes. Mark lives with his wife, Rosie, and their three children in Fishers, Indiana. He is a member of the Greater Indiana chapter of the Financial Planning Association.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth