Life’s Most Essential Questions

That’s why, after three decades of wealth conversations, we offer a process that’s built around what we’ve seen to be the four most central life questions:

Will my family and I be ok?

Will my family and I be able to live the life we want?

Can I be generous to others?

Have I done enough?

By helping you answer these key questions about your life, our aim is to guide you to a place where you’re content with what you’ve accomplished.

“Living an abundant life means protecting what matters most and achieving fulfillment through generosity of wealth and spirit.”

Mark A. Aho, MBA, CFP®, CIMA®
President, MAFG | Financial Advisor, RJFS

When you’re confident about your finances,
you can begin to live abundantly.

By bringing together individual counsel, advanced planning and advice tailored to your situation, this is what we help our clients work toward. From your investments and retirement savings to your taxes and your family’s estate, we look at all aspects of your wealth to gain a better understanding of what you really want to achieve with your life.

Personalized approach through our highly experienced and accredited core team

Goal-oriented planning for full, partial and early retirement

Planning for the next generation of family wealth

Establishing family trusts, endowments and foundations

Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Our service offering includes:

Thorough analysis and planning to help manage your cash flow

Tax mitigation strategies and building your wealth tax-efficiently

Custom portfolios with Investment Policy Statements, with active management style

Risk management strategies and financial behavioral consultation

Expertise serving business owners and incorporated professionals

Professional network of CPAs, legal professionals and other specialists

“Our four-question approach provides a distinctive structure and perspective to the wealth planning process. It enables us to help you make decisions, make progress, and move toward not only building your wealth, but using what you have to live an abundant and generous life.”

Our Process

START YOUR JOURNEY

Discover

Partner

Guide

Live

Give

with us

with a plan

the life you want

to others

Bring clarity and perspective to the four most essential wealth questions.

what matters

As part of an independent practice, we are your financial partners working in your best interest. 

We provide
a financial plan,
an Investment Policy Statement and ongoing financial guidance. 

Enjoy the journey and live abundantly.

Pursue philanthropic
goals now and in
the future, through charitable giving
and estate planning.

“Ours is a very goal-oriented, forward-thinking process. We start with a broad view of your plans for the long term, and then we move toward the finer details, all the while keeping our attention on the goals you’ve shared.”

Mark A. Aho, MBA, CFP®, CIMA®
President, MAFG | Financial Advisor, RJFS

Get in touch to find out
how to start your journey.

Tel.  906-226-0880
Fax. 906-226-1767
www.markahofinancial.com

Mark Aho formed the Mark Aho Financial Group in 2005 and, after 11 years in banking and 24 years as a financial advisor, he brought his team to Raymond James in 2013.   

A lifelong resident of Michigan’s Upper Peninsula, Mark was adopted from an orphanage as a baby, which he believes has imbued him with a particular thankfulness for life. After earning a Bachelor of Science (B.S.) and a Master of Business Administration (MBA) from Northern Michigan University, he went on to obtain a number of industry designations that he continues to maintain and build upon today. Mark is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Investment Management Analyst (CIMA®), which is a designation awarded by The Investments and Wealth Institute in conjunction with the Wharton Business School at the University of Pennsylvania.

Over the years, Mark has built a team and a professional network that reflect his persistent drive for continued improvement of mind, body and spirit, and it’s with this team that he is able to deliver quality wealth management services to his clients in the Upper Peninsula.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S.

Eric Froberg develops sound retirement and wealth planning strategies for individuals, small businesses and young professionals. Eric provides service that is dedicated to the particular needs of each client, based on honesty, integrity and a commitment to excellence. 

Prior to Raymond James, Eric worked for Wells Fargo Advisors and the firm’s predecessor, A.G. Edwards. Before that, he was employed by Bank of America in Fort Lauderdale, Florida, where he developed successful financial solutions for both individual and business clients.

Eric is a graduate of Marquette Senior High and a cum laude graduate of Northern Michigan University with a Bachelor’s degree in Financial Management. He also earned the Accredited Asset Management Specialist (AAMS) designation through the College of Financial Planning in Denver, Colorado.

In his spare time, Eric enjoys hockey, golf, water sports, and traveling. He is a member of Marquette Rotary West and serves on the Board of Marquette Junior Hockey. In addition, he works for the NCAA as an on-ice hockey official.

Joe is responsible for providing comprehensive financial planning and advice to assist clients in the pursuit of their financial goals. Joe also keeps in close contact with clients to make sure we are aware of any changes that could affect their financial plans.

Prior to joining the Mark Aho Financial Group, Joe worked as a Paraplanner in the financial services industry for three years, where he earned multiple industry licenses.

Joe’s educational background includes a Bachelor of Science in Finance from Northern Michigan University. Professionally, Joe is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Investment Management Analyst (CIMA®) which is a designation awarded by The Investments and Wealth Institute in conjunction with the Yale School of Management. Joe also holds Series 7 and 66 licenses as well as Life, Health, and Variable Annuity Contracts.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Mark Aho Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.  Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S.

Joe lives in Marquette with his wife and children. In his spare time he enjoys playing hockey, golfing, hunting, and spending time at camp.

Prior to joining the Mark Aho Financial Group, Ross worked as a Financial Analyst in the engineering industry, servicing both commercial and government contracts. He will be maintaining regular communication and assisting many of you with questions on your accounts. High-touch personal service and guidance will be his top priority.

Ross graduated from Marquette Senior High School and his educational background includes a Bachelor’s degree in Accounting from Finlandia University. Professionally, he holds the Series 7 and 66 licenses.

Ross lives in Negaunee with his wife and son. In his spare time he enjoys spending time with his family, being outdoors, fishing, gardening, and working on different kinds of projects.