Mark Moshier

Mark Moshier is a founding Partner at Ascent Wealth Partners, LLC, based in Saratoga Springs, NY, where he provides comprehensive wealth management services to high-net-worth individuals, families, and business owners. His key responsibilities include developing financial strategies, overseeing investment portfolios, and advising clients on complex financial needs, particularly in planning for liquidity events and consulting for retirement plan sponsors.

He brings nearly three decades of financial advisory experience and specializes in investment management for affluent clients, with a focus on a broad range of asset classes tailored to long-term wealth preservation and growth. In addition, he has worked closely with business owners on optimizing business exit strategies and succession planning, emphasizing both traditional and alternative investments within diversified client portfolios.

Mark earned a Bachelor of Arts in Economics from Hamilton College and a Master of Science in Accounting from the University of Hartford. He is a Certified Public Accountant (CPA), underscoring his expertise in tax-aware investment strategies and financial planning for sophisticated clients. As a trusted advisor, he has played a significant role in building Ascent into a leading independent registered investment advisory firm with $1 billion in client assets under management.