It's Not Losing Money That Makes You Rich

Here's how we help protect income, minimize taxes, and leave legacies

Meet Mark Hupe:
Clarity, stability, and guidance tailored to you.

Growing up on a Midwest farm, Mark Hupe learned early the value of honesty, integrity, and relationships built on respect. With more than 30 years serving doctors and business owners, he understands your unique challenges, from intricate financial situations to demanding schedules.

Mark doesn’t believe in quick fixes. He takes complex financial decisions and makes them simple, creating strategies that help you keep more of what you’ve earned. His goal is not just to ease your worries today, but to give you a clear path forward.

At Main Stream, we focus on informing and empowering our clients. We use tax-smart strategies designed for busy professionals, breaking down complicated concepts into clear, practical steps so you can feel confident about your future.

A Collaborative Approach to Financial Guidance

Your Legal Council

Your Investment Brokerage

Your Accounting Team

At Main Stream Financial, we are pleased to work with a client’s current estate planning attorney, CPA, and other advisers—to help deliver well-rounded guidance tailored to your needs.

Our approach builds lasting confidence and trust by making sure every part of your retirement is covered. By working closely with your existing team, we help protect your assets and align your strategies so you can move forward with clarity and confidence.

What Our Clients Say About Us

Jesse & Brandi

My wife and I have been clients of Mark for over a decade. He truly cares about our finances and is very good at explaining all of our options. We sleep well at night knowing that Mark has planned our retirement with a great amount of expertise, detail and thoughtfulness.

Tommy & Susan

Working with Mark Hupe has been a wise and beneficial choice as well as a great pleasure and learning experience. I began working with Mark in 2007. I had been managing the finances for my wife and I but decided that professional help was needed to determine the right course to increase and protect our assets as we looked towards retirement. His knowledge, care and concern has guided us to an investment plan that provides protection of assets as well as providing tax-free income in our retirement years. Mark is a man of integrity and trust, and his direction and planning has given us many years of peace from financial worry. We would highly recommend Mark to anyone in search of a financial planner and advisor.

Dr. Pete

I would recommend to anyone seeking sound retirement financial planning advice to work with Mark Hupe. Mark and I have been working together since I moved to Colorado 26 years ago. I was many years from my planned retirement age at that time, and Mark had the foresight and expertise to set up a plan that has served me well since my retirement over 2 years ago. Mark has always treated me more as a friend than a client, being both forthcoming when I needed him to be as well as compassionate in time of stress. We have weathered two significant financial crises in our time working together and I have faired better than most during those times. Mark’s style very much suited my needs. When things were going well, he would reach out occasionally to make sure we were still on the same page. However, when circumstances changed or new opportunities arose, he was quick to reach out and put these situations into perspective and offer me options to best move forward. I have benefited greatly from Mark’s expertise in navigating the complex nature of retirement finances and the tax burdens therein. I am eternally grateful for the relationship that we have and would recommend anyone with concerns about their retirement income work with Mark.

Jerry

Working with Mark Hupe of Main Stream Financial has been one of the best decisions I've made for my financial future. His deep knowledge, clear communication, and personalized approach have helped me feel confident and in control of my finances. Whether it was planning for retirement, managing investments, or simply making smarter daily financial choices, he always took the time to understand my goals and explain my options clearly. What sets Mark apart is not just his expertise, but the genuine care and attention he brings to every interaction with his clients. I trust him completely and highly recommend Mark Hupe to anyone looking for sound financial guidance and peace of mind. Respectfully,

Rhonda

I have personally known Mark for about 20 years – he is personable, honest and very knowledgeable when it comes to putting together my dream retirement. He has taken the time to explain the benefits and tax savings involved in several of the financial instruments in my portfolio. Although I am still years away from retirement, I feel very good about my future and a lot of this is due to Mark’s expertise. I strongly recommend his service for any and all of your retirement planning needs.

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