Mark Gehlbach

As Co-founder, owner, and President of True North Advisors, Mark is the architect of the firm’s client experience and investment management strategies. He also oversees the financial planning and investment divisions within the company and sits on the Investment Policy Committee. Mark began his career at the Salomon Smith Barney Consulting Group. There, he was responsible for providing both investment and wealth management services to private investors, and consulting and trading services to institutional investors. While at Salomon Smith Barney, Mark received numerous accolades including the prestigious Blue Chip Council award honoring top performers. In 1998, Mark followed key leaders who left Salomon Smith Barney to form Lockwood Financial, the first independent provider of investment consulting services in the United States. At Lockwood, Mark joined forces with long-time friend Scott Wood, providing investment advice to high wealth clients. In 2000, he and Scott launched True North Advisors. Mark is a Phi Beta Kappa, cum laude graduate of Baylor University. Well-regarded in the investment industry, he was one of the first 13 wealth advisors in the nation to hold the designation of Chartered Private Wealth Advisor®, awarded at University of Chicago Booth School of Business. Mark is often quoted and sought after as a source by professional publications such as Private Asset Management and Bloomberg Wealth Manager. In his spare time, Mark and his family are actively involved in church and various community outreach programs.

Recent Posts

July 02, 2019 in Invested In Transparency | by Mark Gehlbach

The Benefits of Working with a Boutique Financial Advisory vs. Large Brokerage Firms

Like many financial decisions, choosing a financial advisor is not one to be made lightly. The right advisor should work with you through tough decisions and help towards securing a financial future for you and your family. Read More

June 19, 2019 in Invested In Transparency | by Mark Gehlbach

Financial Advisors That Help You Live More Fulfilled Lives

At True North Advisors, our mission is to fulfill lives. That means we don’t force-fit our clients into cookie-cutter financial models. We know each client has a unique situation with specific goals, which we strive to understand before we even begin financial planning. Read More

October 24, 2018 | by Mark Gehlbach

Market Observations from 2018 (Webcast Recording)

As you begin your planning for 2019,  an important step is to understand how the market has been performing leading up to the new year. 2019 is quickly approaching, and it’s time to ensure your financial plans have been thought through, organized, and evaluated, so you are prepared for what’s ahead. Read More

June 12, 2018 in Transparency | by Mark Gehlbach

The New Bond Rule: Transparency for Investors, Bad for Bond Traders

On May 15, 2018, the Municipal Securities Rulemaking Board’s (MSRB) new rule, G-15, was implemented requiring full disclosure to investors of the true price of a bond purchase. While trades in fixed income, or bonds, don’t involve a commission, the sales price typically includes a premium that is... Read More

May 29, 2018 in Articles & Newsletters | by Mark Gehlbach

Wealth Management in an Era of Artificial Intelligence

Artificial Intelligence (AI) has entered Wealth Management at a time when the industry is trying to reinvent itself to become more client-centric, transparent, and free from asymmetrical standards. The portrayal of AI and robots managing client money is the removal of a human advisor. Read More
   

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2018 03 Market Recap