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We Protect Seniors and Children of Seniors from the Financial Threats They Face in a Turbulent World
At Docere Advisors, We are a Team of CPAs, Certified Financial Planners, and Certified Long-Term Care Specialists Committed to Helping You and Your Family Find Financial Peace
Our Mission
We are the preferred financial partner of countless pre- and post-retirees seeking financial peace in a turbulent world.
We construct and recommend effective financial strategies to combat the many risks associated with retirement life, including the financial threat of a chronic illness.
Our holistic and comprehensive approach seeks the best outcomes, helping ensure that one’s Golden Years are just that - truly golden.
Our Values
Commitment to Education
Our commitment to education is demonstrated by having conducted hundreds of educational workshops and having published over 100 educational articles on financial topics that matter most. We know that when your decisions are rooted in education, you will have a credible claim to financial peace.
Integrity
As professionals and as individuals, we espouse the highest standards – in word and deed. We believe there is no right way to do the wrong thing. This speaks to the core of who we are. We are committed to honesty and integrity in all we do.
Holistic Approach
We seek to understand the whole financial chessboard – recognizing that one move is not a move unto itself. This independent, comprehensive view seeks to understand all components at play and consequently provides higher levels of confidence and synergy.
We Seek Optimal
We are not satisfied with the status quo. At the heart of every financial strategy we construct, we are constantly searching for the most optimal results for our clients.
Effective Communication
We seek first to understand before being understood. We often ask third and fourth level questions to understand what matters most to our clients. People often have deep seated concerns about their financial lives and want someone to talk to about it. In short, we listen!
We Make the Planning Process Personal
We seek not only to gather the account statements, policies, spreadsheets and various documents to conduct effective planning conversations, but we seek to understand the story behind the data. Everyone has a story. We want to know yours!
Risk Management
We focus on what people fear. Pre- and post-retirees have a variety of worries about their financial lives. Taxes, Inflation, Market, Survivorship, Litigation, Legacy and Long-Term Care Risk are just a few. We want to understand what concerns those we serve and then understand why.
Fiduciary
A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust. We believe in being bound both legally and ethically to act in the other's best interests.
Our Founder
Mark E. McKell, CPA
Mark E. McKell, CPA, has a B.S. in Accounting from Brigham Young University, Provo, UT. He started his career with Ernst & Young, a top-tier public accounting firm, and then served as a corporate financial professional, financial controller, CFO, and CEO for various firms. For nearly 25 years, he has acted as a personal CFO for pre- and post-retirees, helping them make their golden years truly golden.
Mark is the founder of Docere Advisors, a national group of financial professionals who help pre- and post-retirees combat the many risks associated with retirement life, including the economic threat of a chronic illness. Mark is also the managing partner of McKell Partners, a comprehensive wealth management practice. Their mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most.”
McKell Partners is a leader in developing comprehensive financial strategies for pre- and post-retirees. Mark is often acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and attorneys.
Mark has conducted hundreds of public workshops on financial planning topics that matter most to people, such as his national webinar series Financial Peace for Pre- and Post-Retirees and Don’t Go Broke in a Nursing Home. He has published over one hundred educational articles extolling a range of financial planning principles. Mark is a “go-to” person at industry conferences, providing training to financial professionals on helping individuals and families experience financial peace.
Away from work, Mark is a dedicated family man and committed to his faith, country and community. He and his wife, Susan, have been married for more than forty years and have four married children and twelve grandchildren.
Free Report
Financial Peace for Pre- and Post-Retirees
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Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com
Copyright © 2025, Docere Advisors, LLC. All Rights Reserved.
The information found on this website is provided as general information and is not intended to be specific financial guidance.
The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information.
Before you make any financial decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Providing personal information may result in contact from an insurance agent.
Docere and any other named entity are unaffiliated. Docere is not affiliated with the named representative, broker-dealer-,dealer, state or SEC registered investment advisory firm The opinions expressed, and material provided are for general information, and should not be considered a solicitation of the purchase of or sales of any security.
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