Mark Haser, MBA, CFP®
Partner, Senior Wealth Advisor

Request an Appointment | Office Information

Mark Haser is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is dedicated to helping physicians and high-income families optimize their cash flow, minimize taxes, and build a plan for long-term financial success. He is an advocate for taking a holistic investment approach to get to know clients—their family situation, career trajectory, health status, viewpoint on wealth and investing, and so forth—to best help them achieve their goals. He believes financial planning is about more than just building and protecting wealth; it is about maximizing happiness. Prior to joining Beacon Pointe, Mark was a Partner and Wealth Advisor for Artemis Financial Advisors, which was acquired by Beacon Pointe in 2024, and has worked with various organizations, including venture-backed startups, Fortune 500 companies, and the federal government. Mark is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College, where he was President of the Graduate Management Association. He has completed the Wake Forest University Certificate in Financial Planning Program, and he is also an active member of the Boston Estate Planning Council (BEPC). Mark currently resides in Needham, MA, with his wife and two sons. Outside of the office, he enjoys spending time outdoors, biking with his sons, and playing tennis with his wife and friends.