Mark Purcell, CFP®
Hinsdale , IL
Verified Identity
Financial Advisor at
Baird
Years of Experience
11 years
Number of Clients
127
Average Client Size
$1,500,000
Member Since
2026
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Clientele
Ultra High Net Worth Individuals
Retirees
High Net Worth Individuals
Dentists
Business Owners
Surviving Spouses
Attorneys & Paralegals
Healthcare Workers
New Investors
Real Estate Developers
Real Estate Agents
Inheritors
Doctors
Corporate Executives
Divorcees
Wealthy Families
Startup Employees
Entrepreneurs
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Cash Flow Analysis
Equity Compensation
Business Valuation Planning
Wealth Accumulation ...
College Planning
Ultra High Net Worth Planning
Retirement Income
Endowments & Charities
Portfolio Construction
Tax Minimization Inv...
High Net Worth Planning
Trust Services
Credentials and Designations
Certified Financial Planner™
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Pricing Models
AUM
Education
University of Notre Dame
Obtained in 2011
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: August 17, 2026