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As a local Wauconda area Financial Advisor, I help investors put all the pieces of the retirement planning puzzle together. Explore how my e4 Investment Process works today.

– Mark Geraci


By focusing on the 5 Great Goals of Life, together we will get to the heart of what really matters to you and your family.


We will build a wealth management solution that aims to help you tackle your toughest challenges today and in the years ahead.


A mutual commitment is made to begin putting all the pieces of the financial puzzle together.


Our personal approach to service excellence allows us to make adjustments to your plan along the way.

Recent blog posts

7 Questions to Ask Your Financial Advisor

7 Questions to Ask Your Financial Advisor

Whether you are looking to get started with a financial advisor for the first time, or considering hiring a new advisor, being armed with the right set of questions will help you determine if you’ve found a good financial planning partner. After the basic...

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14 Things a Robot Advisor Can’t Do

14 Things a Robot Advisor Can’t Do

Care more about you and your money than anyone else that doesn’t share your last name Ask the tough questions everyone else in your life avoids Help you “mind map” your ideas to sharpen your goals Listen, think and collaborate with you Meet with you in person, in the...

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Drop me a line anytime, and I will respond to you as soon as possible.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IL, WI and NM.

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