Preservation Capital brings more than 50 years of collective experience in the investment and financial advisory industry. Our founder, J. Mark Rawlings, began his career over two decades ago at a major public accounting firm, where he practiced “old school” financial planning with a calculator and spreadsheets. Early in his career, Mark was mentored in the principles of patient investing and capital preservation—lessons that would shape his entire advisory philosophy. Recognizing the growing need for integrated investment management and financial planning, Mark embraced a preservation-first mindset that remains the cornerstone of Preservation Capital’s approach today. Every team member at Preservation Capital is deeply aligned with this ethos, ensuring that each client interaction reflects our enduring commitment to clarity, care, and long-term stewardship.
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