Ruleman Asset Management and Planning

Wealth Manager

Mark B. Ruleman

About Mark B. Ruleman

With 39+ years experience, Mark offers investors and savers sound investment strategies utilizing the resources of a dedicated investment committee. He matches clients' feelings about their money with their wants, needs and goals.

Mr. Ruleman meets with his clients regularly and is readily available whenever an investment question arises. Widely published, many of Mark's prior writings and quotes can be used to provide insight into his capabilities.

Specialties: retirement & financial planning, portfolio preservation strategies, understanding of impact of taxes on investments. Use of risk management strategies including life & health insurance including long term care. Evidence based investing with Dimensional Fund Advisors.

Recognition: Winner, Financial Planner, 2025 Memphis Most Community's Choice Awards from The Commercial Appeal. Winners are chosen through public nominations and voting. Past recognition does not guarantee future results.

Mark can be reached at 901-800-2329 or at mark@markruleman.com.