Mark Lockyer CFP®, President, Financial Advisor

Mark Lockyer brings 15 years of investment experience to his role as President of Lockyer Investments. An alumnus of Indiana University’s Kelley School of Business, he holds undergraduate degrees in both Finance and Accounting.

Before founding this independent practice, Mark spent 12 years at Fidelity Investments, where he managed over $250 million in assets and rose to the position of Vice President.

At Lockyer Investments, the focus has shifted from the high-volume model of large institutions to a more intentional, client-centric approach.

• Independent Advantage: Moving away from a large firm allows for unbiased advice, free from the pressure of proprietary products or corporate sales quotas.

• Selective Client Base: By strictly limiting the practice to a maximum of 100 clients, Mark ensures that every household receives the high-touch, personalized attention that is often lost at larger firms.

• Enhanced Advice: This smaller scale provides the bandwidth for deep, proactive planning—such as tax strategy and legacy coordination—rather than just basic asset management.

• Core Commitment: The mission remains providing a select group of investors with the absolute best advice, ensuring every portfolio decision is driven solely by the client's long-term goals.