About

Mack Courter, CFP^®
Founder and Principal 

Mack Courter helps his clients design a financial road map to bridge the gap between where they are financially and where they want to be.  He specializes in working with pre-retirees and retirees who want to maintain their current lifestyle and ensure that their money lasts through their golden years.  Investors who have used his advice include people from all walks of life including physicians, pastors, teachers, plumbers, and small business owners. Courter’s clients are typically good neighbors, responsible individuals and good family stewards. While they want to ensure a sound financial future for themselves and their loved ones, they also are generous in nature and share their time, talents and resources to help others and make the world a better place.

As a financial advisor, Mack works closely with each of his clients to:

• Develop a steady, predictable income stream to rely on when they retire
• Create and maintain an investing and savings plan most likely to meet their goals
• Reduce or eliminate unnecessary taxes
• Ensure they have the right types and amount of insurance and cash reserves
• Protect their hard-earned assets for their loved ones or favorite charities

Mack is a CERTIFIED FINANCIAL PLANNER™ professional, which required him to complete a professional course of study and pass six rigorous exams, proving his knowledge in the areas of investment, retirement, insurance, tax, and estate planning.  He achieved this distinction at the age of 23, making him one of just 3% of all CFP® certificants to obtain the designation prior to age 30.  Mack is a registered investment advisor in the state of Pennsylvania. The firm is independently owned and operated. There are no conflicts of interest regarding compensation to cloud Mack’s decision-making process and client recommendations.

Before starting his own practice in 2005, Mack worked for Ameriprise Financial, then known as American Express Financial Advisors.

Mack lives with his wife and four daughters in the Bellefonte area.  When he’s not advising his clients, he enjoys spending time relaxing or traveling with his family, and serving in his local church.    

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