There is more to Mark Clark and Jeremy Keller than just being financial advisors. They are architects of financial security, legacy, and peace of mind. As managing partners of Prestige Planning, they have built a firm that redefines wealth management for high-net-worth individuals, medical professionals, and entrepreneurs who need more than just investment advice.
The team at Prestige provides a family office approach, ensuring every financial decision aligns with their clients’ long-term goals, values, and priorities. With a combined forty years of experience in the industry, Mark and Jeremy work together to understand each client's unique needs. They believe that true financial success is not about chasing returns. It is about creating a structure that minimizes taxation, protects assets, and enables wealth to work efficiently.
Prestige Planning integrates tax strategy, estate planning, business succession, risk management, and philanthropy into a cohesive plan designed to support their clients’ businesses, families, and futures. According to Jeremy Keller, “We take a proactive approach that helps our clients structure their wealth in a way that provides clarity and security. We eliminate complexity and streamline financial decision-making so they can focus on growing their business, running their practice, and enjoying their lives.” Prestige Planning does not use a one-size-fits-all approach. Every client’s financial framework is custom-built to reflect their lifestyle, business interests, and long-term vision.
“Everyone has their own path, but structure is what holds everything together,” Mark explains. “We listen to our clients and design a financial framework that works for them instead of trying to fit them into a predefined model. The right structure ensures they can be good stewards of their wealth while also creating a lasting impact for their family, community, and the causes they care about.”
Medical professionals and business owners face unique financial challenges that require more than traditional planning. Physicians and dentists often begin their careers with substantial student loan debt, complex tax considerations, and the transition from residency to practice ownership. Entrepreneurs must balance business demands with personal wealth planning, business growth, succession, and asset protection.
“Time is money, and our clients understand that better than anyone. These are highly skilled professionals and business owners whose focus is on running their practice or company, not on navigating tax laws, liability exposure, or insurance gaps. Our job is to ensure their wealth is working as efficiently as they are.”
Risk management is another powerful weapon in the Prestige Planning arsenal. Many high-net-worth individuals assume their existing policies provide full protection, but gaps in coverage can leave them vulnerable. Prestige Planning specializes in custom insurance solutions that safeguard luxury homes, valuable collections, and high-end assets.
“We educate our clients so they understand that insurance is not just a commodity,” Jeremy says. “If structured correctly, it provides peace of mind, ensuring that the things they have worked so hard to build are always protected. That is why we are one of the only firms in the region authorized to represent high-end property and casualty firms like Pure Insurance.”
Prestige Planning provides the structure, strategy, and expertise their clients need to protect their assets and build a lasting financial legacy. By simplifying decision-making, minimizing risk, and maximizing financial efficiency, Mark and Jeremy empower their clients to focus on what truly matters.
To learn more or to schedule a consultation, visit www.prestigeplanningrm.com or call 941-757-3702. Follow @prestigeplanningforyou on Facebook and @prestigeplanningrm on Instagram. Prestige Planning is located at 6311 Atrium Drive, Suite 200, in Lakewood Ranch.
“Everyone has their own path, but structure is what holds everything together,” Mark explains.