CEO Spotlight

Michael C. Kusick, CFP®

CEO, Managing Principal

Leading a deliberately independent firm, built for lasting relationships and generational stewardship.

Mike’s leadership is grounded in a singular belief: truly great wealth management firms are dedicated to serving clients not just for today, but for generations.

Since becoming CEO and Managing Principal in 2014, Mike has focused on building an enduring, independent firm intentionally designed to outlast any one advisor. His/our vision is rooted in stewardship - of client relationships, firm culture, and long‑term independence - with the goal of establishing Investmark as a trusted partner through life’s transitions and across multiple generations.

Builiding a Future-Proof Suite of Services

Under his direction, Investmark has evolved into a multi‑generational, ensemble‑based wealth management firm. By thoughtfully aligning experienced advisors with the next generation of talented professionals, he has/we have created a collaborative service model that emphasizes continuity, depth of expertise, and consistent client experiences.

Our structure allows clients to benefit from team‑based insight today, while also establishing the framework for seamless care and guidance well into the future.

Mike believes exceptional outcomes are achieved when disciplined advice, accountability, and teamwork come together in service of the client. He has fostered a culture that values shared success, continuous improvement, and long‑term thinking -principles that guide every decision at Investmark.

Ultimately, Mike’s vision is simple yet powerful: operate an independent firm that earns client trust every day and remains a stable, thoughtful partner for families for decades to come.

Let Us Guide You in the Right Direction

Investmark Advisory Group will organize your wealth management needs, creating solutions designed to lead directly toward achieving your goals.

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