Meet Mark Wygant, EA
I founded Brookwood Financial Services to give individuals and families a place where taxes, investments and financial planning can be considered together rather than as completely separate decisions.
Clients work directly with me. My role is to understand your situation, explain the available options and tradeoffs in plain English, and help you make practical financial decisions with confidence.
As an IRS Enrolled Agent and financial advisor, my work spans both tax and financial planning. That combination allows Brookwood to help with the tax return or financial question in front of you today while also considering how those decisions may affect the years ahead.
Brookwood is based in Oscoda, Michigan, serving clients locally and virtually. The firm is built around personal service, professional advice and long-term client relationships.
Mark Wygant, EA
Founder | Financial Advisor | Tax Professional
PROFESSIONAL BACKGROUND
IRS Enrolled Agent (EA)
Federally authorized tax practitioner with unlimited rights to represent taxpayers before the IRS.
Investment Adviser Representative
Provides fiduciary financial planning and investment advisory services through Brookwood Financial Services.
Michigan Licensed Life & Health Insurance Producer
Licensed to assist clients with life, health and related insurance solutions when appropriate.
Master of Business Administration (MBA)
Graduate business education supporting a broad, integrated approach to financial planning, tax planning and business decision-making.
TAX • PLANNING • INVESTMENTS
Brookwood Financial Services
Brookwood Financial Services is an independent, owner-operated tax and financial advisory firm. We provide tax preparation, financial planning, investment management and specialized financial guidance to help clients make informed financial decisions throughout their lives.
Because taxes, investments, retirement, insurance and estate considerations often affect one another, our approach is intentionally integrated. Clients can engage Brookwood for an individual service or for a broader financial-planning relationship depending on their needs.
Our Mission:
To provide clear, practical and trustworthy financial guidance that educates clients, supports informed decision-making and helps them take meaningful action throughout their financial lives.
The Brookwood Approach
Direct Relationship: Clients work directly with Brookwood's owner rather than being passed between departments or representatives.
Clear Advice: Financial and tax decisions should be understandable. We focus on explaining the options, tradeoffs and recommended next steps in plain language.
Integrated Thinking: Taxes, investments, retirement, insurance and estate considerations often affect one another. Our planning reflects those connections rather than treating each decision in isolation.
Long-Term Perspective: Our goal is to become a trusted resource clients can turn to as their finances, families and priorities change over time.
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