RICP, Registered Investment Advisor, (RIA)

Charter Financial is your trusted partner in for wealth management in Naples, Florida to help you achieve financial success and peace of mind. Our experienced team specializes in wealth management, retirement planning, and financial planning tailored to your unique needs. We help you develop personalized strategies for wealth building, tax planning and reduction, and succession planning. Let us guide you towards a secure financial future.

Mark’s 37-year journey in financial advisory showcases a career rooted in experience, adaptability, and a commitment to holistic planning. Beginning as a stockbroker, he swiftly ascended to become a branch manager for a national brokerage firm. However, Mark’s entrepreneurial spirit led him to establish his independent consulting practice in 1994 based in Naples, FL, a venture he has proudly nurtured ever since. 

Holistic planning lies at the heart of Mark’s professional passion. His expertise extends beyond traditional financial advising; Mark is a seasoned consultant in Tax Planning. Collaborating with nationally recognized tax attorneys and astute CPA’s, he ensures his clients receive the most proactive and tailored tax advice available. Whether you’re a business owner, a high net worth individual, or seeking to strategically reduce taxes, Mark possesses the answers.

Mark’s proficiency doesn’t stop there. He seamlessly navigates the realms of Investments, Income Planning, and debt management. Recognizing the detrimental impact of debt, he crafts meticulous debt elimination strategies for his clients, offering a comprehensive approach to financial well-being.

As the founder of Charter Advisory Services, an independent Registered Investment Advisory firm, and Charter Insurance Brokerage, an insurance brokerage company, Mark has successfully created platforms that embody his unwavering dedication to client-centric solutions. Furthermore, Mark has earned the prestigious designation of Retirement Income Certified Professional, a testament to his commitment to staying at the forefront of industry knowledge.

Mark Nichols is a trusted financial advisor in Naples, FL, specializing in personalized financial planning strategies. With years of experience, he helps clients achieve their financial goals, whether it’s retirement planning, investment management, or estate planning. Contact Mark today for a complimentary consultation.