Meet Mark Grieshaber of Edward Jones

This month, we're featuring Mark Grieshaber, a Financial Advisor with Edward Jones in Saline.

For more than 19 years, he’s worked with individuals and families across Southeast Michigan on complex financial planning. His work ranges from tax-saving strategies to helping clients retire with confidence. When a client’s needs go beyond his area of expertise, he can turn to the professionals in our networking organization.

About Mark's Practice

Mark focuses on serving the serious investor with complex financial needs, including:

Tax-saving strategies
Estate planning and wealth transfer
Lost-income replacement
Guidance for those new to wealth
Behavioral coaching
Social Security and Medicare planning
Health and wealth protection

He opened his Saline practice in 2007, and he holds the CFP® certification along with the AAMS®™ designation.

His entrepreneurial spirit goes back to childhood, though it wasn't until he joined the Finance Club in college and started networking that his path came into focus.

What Sets His Approach Apart

Mark enjoys getting to know his clients, and often shares his own personal stories in an effort to build trust and relatability.

A Common Concern

Many individuals, even among high-net-worth individuals, have a lack of confidence in their retirement plans. With his help, clients gain guidance and a more confident path forward.

Before You Work with a Financial Advisor

He often sees a common misconception that an advisor will automatically invest at a higher risk level than a client is comfortable with, or that clients won't see the value of the guidance they're paying for.

In reality, expect an advisor to first ask questions about your finances, family relationships, concerns, and goals, and to request your financial and estate documents before making any recommendations.

Mark's Experience With CGM

Mark joined our networking organization because he wanted key partners he could confidently refer clients to. He’s become more confident speaking with others and engaging in networking and social events.

He credits the group with contributing significantly to his practice’s growth.

Interested in Joining a Networking Organization?

We're a networking organization serving Ann Arbor and the surrounding Southeast Michigan area. Our group focuses on long-term connections that foster professional growth. Members support one another while becoming reliable sources for potential clients.