Mark E. Engberg, CFP®, and Stephanie P. Brown, MBA, are the consummate team. Having spent the past 15 years working together at an independent investment advisory firm, the lifelong Delmarva residents recently aligned with Charles Schwab and opened their own Independent Branch office in Rehoboth Beach, DE.

“Schwab is expanding its Independent Branch network and wanted a presence in the Delaware Beach community,” Mark said. “Their goal is to partner with and position experienced, local, credentialed advisors in local communities. This provides better service to existing clients and helps attract new clients to their unique approach to investment management.”    

For nearly 45 years, Schwab has been the “Champion of Investors,” where you can expect low costs, award-winning service and a satisfaction guarantee.

“Depending on the market environment, costs have the potential to erode investment returns over time, and I believe Schwab has the best offer on the street — full service at a low cost,” Mark said. “We believe in transparency. We provide financial guidance to help our clients understand how their money is managed and the tools and resources to help them invest. Our office benefits from the deep bench of Schwab — nearly 20,000 talented employees — supporting us and our clients 24/7.”

Mark and Stephanie’s partnership and association with Schwab gives them even more opportunities to work directly with their clients. “We are both front-and-center, assisting clients, meeting with prospects and relying on the processes and expertise of Schwab to support us. Stephanie is incredibly organized, technically savvy, client- centric and understands the complexities of investment management. We learn from each other and are great business partners. We love our work and our clients, and we enjoy working together. It is a unique and special arrangement that rarely comes along in life; we feel very fortunate.” 

Outside the office, Mark and Stephanie enjoy time with their extended families, along with all the recreation opportunities the Eastern Shore offers. “We especially enjoy anything to do with the water — boating, fishing, water-skiing and the beach.”