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Mark Painter

Retirement, Investing, Small Business
“Mark Painter, CFA, founder and President of EverGuide Financial Group, focuses his time on helping clients save and grow their money by reducing taxes and building portfolios that reach individual client objectives.”

EverGuide Financial Group, LLC

Job Title:



Mark R. Painter, CFA is the Founder and President of EverGuide Financial group. He has been an investment manager for over 12 years at both the institutional and retail level having managed public mutual funds and individual client accounts. Additionally he has written for Seeking Alpha and been a speaker on various panels and industry conferences. Mark and his team's mission at EverGuide Financial Group is to help their clients navigate their financial course through cost effective wealth management and Everlasting education.

A graduate of Carnegie Mellon University Tepper School of Business, Mark went on to attain his CFA charter in 2009. Mark worked for Stanley Laman Group, Ltd from 2004 2016.

At Stanley Laman Group, Mark quickly went from analyst to portfolio manager in 2005 and helped create their portfolio management business.  Not only was Mark responsible for portfolio management but also had large responsibilities in working with clients to understand their needs and financial goals. In 2014 Mark became the lead portfolio manager of a publicly listed mutual fund (American Real Estate Income Fund).


BS, Business Administration, Carnegie Mellon University

Assets Under Management:

$30 million

Fee Structure:


CRD Number:


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October 2018
    Taxes, Investing

All Answers
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    Debt, Real Estate
How do I make the most of the profit from my house sale?
100% of people found this answer helpful

Congratulations on the sale of your condo.  Paying off student loans is a big milestone and would recommend using some of the money to pay this down.  Additionally you may want to look at taking a portion of the money and contributing to an IRA or Roth IRA.  The combination of paying down debt and saving for retirement in a tax sheltered way will be a big benefit for you down the road.  

August 2018
    Investing, Starting Out
Could I sell and keep the $10 profit on options that I bought, or should I wait closer to the expiration date?
100% of people found this answer helpful
September 2018
    Personal Finance, Retirement, Retirement Savings, 401(k), Real Estate
As an independent contractor who makes about $145,000 per year, what are my best options to save for retirement?
100% of people found this answer helpful
September 2018
    Investing, Bonds / Fixed Income, IRAs, Taxes
If my traditional IRA is fully invested in a tax free bond fund, and I am receiving a distribution of the monthly dividends, do these distributions count toward the required minimum distribution, and do I have to pay taxes on them?
100% of people found this answer helpful
April 2018
    Asset Allocation, Bonds / Fixed Income, Stocks, Starting Out
Is it too early to start a portfolio for my one-year-old child, and would it be better to start off with a stock or a bond?
100% of people found this answer helpful
June 2018