Check the background of this firm on FINRA BrokerCheck 

About Us

Sumner Wealth Management has been helping families and institutions pursue their financial goals and objectives since 2007. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service.

Meet Mark Sumner

Mark Sumner, Financial Planner

Mark Sumner, owner of Sumner Wealth Management, has devoted most of his career to handling the financial planning strategies for clients in the Lake Norman area. He received a Bachelor of Science in Business Administration with a Concentration in Psychology from Western Carolina University.  He currently holds licenses as an Investment Advisor Representative and a Life & Health Insurance Agent.

A native of Charlotte, NC, Mark has been happily married to his wife Lori for over 20 years and they have 3 boys together, Matthew, Michael, and Tyler.  He is an Eagle Scout, Volunteer Coach for LYAA and Founder of LNBN (Lake Norman Business Network).