Mark Borak, CFP®

Mark Borak, CFP®, is dedicated to helping clients gain clarity and confidence in their financial lives. He guides clients toward decisions rooted in their goals and values, creating long‑term structure, purpose, and peace of mind.

Mark’s path into financial planning began at the University of New Hampshire, where he rebuilt the wrestling team as president and captain and later served as portfolio manager for the Atkins Investment Group. These experiences strengthened his leadership skills, entrepreneurial mindset, and commitment to comprehensive financial planning.

His investment philosophy emphasizes disciplined, long‑term portfolio construction aligned with each client’s broader financial plan. Mark focuses on intentional strategy, staying steady through market shifts, and helping clients remain confident in their approach.

Mark is active in the professional community as a member of the New Hampshire Estate Planning Council and President of BNI Power Partners in Nashua, NH.

He lives in Pelham, New Hampshire, with his fiancée, Lauren, and their goldendoodle puppy, Harley. They are looking forward to their wedding in 2027. Outside of work, Mark enjoys hiking, skiing, golf, and exploring national parks with his family.

Mark believes financial planning has the power to enhance not only a client’s finances, but the quality of their life and the confidence they feel about their future.