About Us
Taurus Financial Planning provides financial planning, tax planning and investment guidance to high-earning professionals for a flat-fee: no commissions, no asset-based fees, no requirement to transfer your accounts, just high quality, unbiased advice.
My name is Mark Chisenhall, CFA and I’m the founder of Taurus Financial Planning.
To understand what makes this firm different, it helps to know why I started it in the first place.
The best version of wealth management helps clients navigate (and benefit from) financial markets on their journey toward achieving their numerous financial goals. It involves a balanced mix of analytical rigor, problem-solving and relationship-building.
However, too often, the industry often prioritizes sales and business development above providing the high-quality wealth management necessary to help clients financially succeed. This is understandable from a business perspective. The industry struggles with high client acquisition costs as well as profitably scaling the services that are truly valuable to clients. As a result, firms attempt to maximize profits on current clients with high client-to-advisor ratios, one-size fits all model portfolios, and oversimplified, generic advice. There is a better version of wealth management.
I started Taurus Financial Planning to create a firm that strives to provide clients with the best version of wealth management. A firm that prioritizes the analytical rigor, customization and strong client relationships necessary to help clients successfully navigate the financial markets to reach their own unique goals.
What Differentiates Taurus Financial Planning:
Goals Based Wealth Management
Our process starts with identifying and prioritizing a client’s goals. This goal-centric approach ensures that your wealth and resources are explicitly aligned with what matters most to you.
Customized Portfolio Management
We tailor each client’s portfolio and sub-portfolio to meet the specific financial target, time horizon, and risk tolerance of each goal. No two client portfolios are alike because your goals are unique.
Low Advisor-to-Client Ratio
We maintain a low advisor-to-client ratio, ensuring that clients receive the personalized attention you deserve. As the firm grows, the goal is to maintain a client-to-advisor ratio of 50.
Focus on Tax Planning
For high-earning corporate professionals, taxes are often the largest expense. Our focus on tax efficiency minimizes taxes on income and investments, increasing the likelihood of reaching your financial goals.
Expertise with Corporate Executives
We understand the unique challenges faced by corporate executives, including equity compensation, non-qualified deferred compensation plans, and navigating high tax burdens. Additionally, we have a flexible schedule to accommodate your demanding calendars.
We are a Fiduciary
We implement solutions, not products. We do not sell products or earn commissions from any recommendations we make for our clients. Our only priority is your best interest.
About the Founder
Mark Chisenhall, CFA, MBA
Mark, a CFA Charterholder, brings a wealth of experience from both large institutions like Goldman Sachs and boutique investment firms in New York and Dallas. He holds an MBA in Finance from Southern Methodist University, a B.S. from Arizona State University, and an M.A. in International Studies from Denver University. Now based in Northwest Arkansas, Mark applies his deep financial expertise to help clients navigate wealth management with confidence. Outside of TFP, he enjoys reading, tending to his garden, and traveling with his family.
Mark Chisenhall,
CFA, MBA – Founder
Yes, I have years of experience working with corporate executives in my time with Goldman Sachs and other firms. And yes, I live in Bentonville so working with the local Fortune 1 Company is obvious.
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