Mark Walker

Mark Lynn Billard
CRPC, AWMA, CFP ?
Private Wealth Advisor
Managing Director, INTELLECTUAL CAPITAL GROUP
A private wealth advisory practice of Ameriprise Financial Services, Inc.

Featured in Barron's rankings of "Top 100 Independent Financial Advisors"

A confident retirement

Organize your finances today for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for retirement.

My videos

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    Mark on the state of the economy (1:55)
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  2. Mark on the state of the economy (1:55)
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  3. Mark on the state of the economy (1:55)
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All calculators

  • Retirement
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  • Roth
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  • Inflation
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Inspiring confidence since 1894 Watch our story

  1. Inspiring confidence since 1894
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About our practice

Walker & Associates was established in Wellesley in March 2000 when Richard Miller, David Allen and Gregg Kashmanian merged their practices. The advisors who are part of our practice have over 100 years of combined experience with Ameriprise Financial. We concentrate on personalized financial planning, on-going goal tracking and professional investment management services for clients.

Wellesley office: 781-431-7222

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