Marc S. Schliefer

As Wealth Advisor and CEO of Equity Planning Inc., Marc is an accomplished and experienced financial planner. He joined the family practice in 1979, and in 1984, he earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation.

For over 30 years, Marc has built the firm on his core values and a commitment to his fiduciary obligation of placing his clients’ needs above his own. He specializes in personal financial engineering, and his goal is to increase each client’s wealth by creating and implementing tailored and effective financial strategies.

Marc Schliefer has been selected as Best in State Wealth Advisors in 2022, 2023 and 2024 by Forbes.

He has been featured on several talk shows and radio broadcasts and was quoted in the Wall Street Journal (Tax Report, 10/25/2000).

Marc attended the University of Maryland, College Park, and holds the Series 7, 24, 63 securities registrations, and life and health insurance licenses. He is a member of the Financial Planning Association (FPA®) and the National Association of Insurance and Financial Advisors (NAIFA). He recently earned the RICP® designation, Retirement Income Certified Professional from the American College.

Marc resides in Chevy Chase, MD, and Lighthouse Point, Florida in his spare time, he enjoys spending time with his wife, Christine, and his three children, Trevor, Kyle, and Colette. He also enjoys scuba diving, bike riding, spinning classes, pickle ball, and traveling.

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Forbes Best-in-State Wealth Advisor: Awarded to Marc Schliefer. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.