The Genesis and Evolution of Nepsis
The recent growth has been rapid, but since our founding in 1994 everything has been intentional. What began as Mark Pearson founding a financial advisory firm with a vision to bring transparency and discipline to the world of investing evolved into what became Nepsis, drawing inspiration from an ancient Greek word meaning “clarity.”
The cornerstone of The Nepsis Way® is the proprietary Clarity Roadmap® — a comprehensive financial planning process that unifies investment management, tax planning, estate strategies, portfolio management, insurance solutions and business advisory into a holistic framework. To solidify this comprehensive family office approach for clients, Nepsis acquired a tax planning and preparation firm so all services could be provided in-house, driven by the need for seamless, integrated wealth management.
Recognizing the unique challenges ultra-high net worth families face, Nepsis has built a true “family office framework” with a full suite of capabilities under one roof. This unparalleled comprehensive approach delivers financial clarity and minimizes the fragmentation often seen with traditional advisory services.”
Founding and growing Nepsis is deeply personal for me. As my own family has grown and now reached a 3rd generation, our financial situation has become significantly more complex. I understand the challenges that high net worth individuals and business owners are living every day. I am committed to helping every Nepsis client achieve investment success and the financial peace of mind that I seek myself. When you are a Nepsis client, you benefit from the same suite of family office services that my own family has. For me, this has been the most rewarding part of the Nepsis journey.
Mark Pearson | Founder, CEO, Chief Investment OfficerNepsis Brand Story
Our Mission
To lead the financial services industry by delivering Clarity through a comprehensive Family Office Framework that empowers individuals, families and businesses to make confident, strategic decisions across every area of their financial lives.
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