Mark Beaton, CPFA

Vice President, OneDigital Retirement + Wealth

10 years of experience


Mark currently serves as Vice President of the retirement & wealth division and has over 10 years of experience providing retirement plan services to institutions and their employees. Mark leads the retirement + wealth team in Denver, Colorado where he is highly focused on helping his clients, which include corporations, find the most efficient pathway towards retirement and wealth protection. Mark works directly with retirement plan committees and administrators on delivering retirement plan fiduciary, investment, advisory and other consultant services.

Mark obtained a Bachelor’s Degree in Professional Aeronautics, with a minor in Management from Embry Riddle Aeronautical University. During his career as a commercial pilot, he was introduced to the Ziegler Companies where he began his financial services career as a Municipal Bond Broker.

When Mark is not working as a Retirement Plan Consultant, he likes riding dirt bikes. He is a Board member of a 501(c)(3) which stewards land management for the Rampart Range area of the Pike National Forest. As a passion, Mark flies regularly with the Aspen Flying Club and likewise, he enjoys camping, snowboarding and spending time with family. Mark and his wife, Lisa, are the proud parents of two boys.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Latest News & Updates