We are a holistic wealth services group on a mission to lead our clients to better financial outcomes. With decades of experience in the financial services industry, we serve all types of clients while specializing in the financial trajectories of physicians, entrepreneurs, and executives. Working with us, you can expect support from an experienced team of high-integrity advisors.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using comprehensive methods.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
In 2009, after 15 years working at CIGNA Financial Advisors and then Sagemark Consulting, Mark Stephan was looking for better ways to enhance his clients’ experience. This was the genesis for Arazon Financial Group, LLC. Transitioning from being a captive registered representative at insurance broker-dealers to becoming an independent financial professional gave him the freedom to provide personalized financial advice.
Since its founding, Arazon has stayed true to its vision of providing the highest caliber financial service. We pride ourselves in the quality of our services and our customer care delivery. Success to us is being our clients’ personal financial partner.
We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial services world.
Our forward-thinking team manages wealth holistically.
Our experience, knowledge, and perspectives are here to serve you.
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