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The Tax Savings Architect | Ep. 22 Mark Myers

Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.

In this episode of The Advisor Summit, we sit down with Mark Myers, Founder of TaxWise Partners, to unpack how financial advisors can leverage tax strategy as a powerful growth tool.

From serving in the Marine Corps to leading a tax-strategy firm that’s helped thousands of high-income earners, Mark shares his journey and the lessons he’s learned about resourcefulness, discipline, and finding the “coupons” hidden in the tax code.

If you’ve ever wondered how to help clients save more, invest more, and stay longer, this is the episode for you.

Key Takeaways

• Tax strategy is the missing piece of most financial plans. Advisors focus heavily on growing assets, but few look at reducing a client’s biggest expense — taxes. Strategic tax planning compounds wealth by expanding the investable base year after year.
• Advisors don’t have to be tax experts to offer value. Mark emphasizes partnering with specialists rather than trying to wear every hat. Advisors can stay in their lane while offering clients access to advanced tax efficiencies.
• High-net-worth clients chase value. When advisors introduce proven tax-saving strategies, they attract affluent clients organically — friends refer friends, and credibility multiplies.
• Partnership over competition. TaxWise Partners collaborates with advisors and CPAs without competing for clients or assets. They simply unlock more dollars for advisors to manage and for clients to invest.
• “Find the coupons.” Mark likens the tax code to a massive book of hidden coupons — opportunities for legal, compliant savings most people never use. Advisors who help clients find those “coupons” stand out as true wealth strategists.

Connect with Mark

Mark's website

⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.

⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.

⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.

Contact us at: hello@trackthatadvisor.com

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