Broker Check
Mark Bucklaw

Mark Bucklaw

Director of Advanced Planning

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG).  LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the country, with over 300 Financial Professionals, servicing more than 79,000 clients.
Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University.  Mark’s passion is creating holistic and comprehensive planning solutions tailored to his client’s unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional®, a designation earned through the American College of Financial Services.
Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve.
Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. He has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LFG.
Mark resides in Dublin, OH, with his wife, Karen and 2 children. He enjoys outdoor activities including golf, tennis, water sports, and basketball.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0I30297. The Five Star award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining the third-party award.