Podium Financial Services, located in Chicago, IL, is a trusted financial advisory firm offering a comprehensive range of services to individuals, families, trusts, and small businesses. With a focus on wealth management, retirement planning, education savings, insurance, and estate planning, their team of experienced professionals provides personalized strategies to help clients achieve their financial goals.
Founded by Mark Swartzendruber in 2005, Podium Financial Services prides itself on delivering exceptional independent wealth advisory services. Mark, a Chartered Life Underwriter and Chartered Financial Consultant, brings over three decades of expertise to the firm, ensuring clients receive expert guidance and support. Holding securities licenses and serving clients in multiple states, Podium Financial Services is dedicated to helping individuals and businesses navigate the complexities of the financial landscape with confidence and peace of mind.
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