Markey Financial Service

Our Mission & Philosophy

Markey Wealth Management was founded in 2009 with a deep-seated belief that individuals require a personalized and holistic approach to wealth management. We operate in stark contrast to the impersonal, transaction-oriented nature of many large financial institutions. We treat each client as a unique individual, with distinct needs, values, and goals.

Our guiding principles are:

• Individualism: We tailor our strategies to each client's unique circumstances and aspirations.
• Fiduciary Responsibility: We prioritize your best interests and act with utmost transparency in all our endeavors.
• Long-Term Focus: We take a comprehensive and sustainable approach to wealth management, prioritizing sustainable growth and preservation of wealth.
• Independence: We remain unaffiliated from large institutions, allowing us to prioritize your needs without conflicts of interest.

Our Services

We offer a comprehensive array of services to address your financial needs across various aspects of your financial life.

Financial Planning

• Building a customized roadmap to achieve your financial goals
• Establishing and reviewing your financial plan on a regular basis
• Guiding you through major financial life events like retirement planning, estate planning, and investment management

Retirement Planning

• Comprehensive analysis of your retirement savings and investment options
• Development of a tailored retirement plan with achievable milestones
• Assistance with maximizing your retirement accounts and contributions

Investment Management

• Tailored portfolio construction based on your risk tolerance, time horizon, and financial goals
• Regular review and rebalancing of your investment portfolio
• Open communication and transparency regarding your investments

Insurance Planning

• Comprehensive review of your insurance coverage to determine any gaps or overlaps
• Recommendations for appropriate insurance policies to protect your loved ones and your financial future
• Assistance with claims and policy management

And More

• Estate planning guidance to ensure your financial legacy is protected
• Tax optimization strategies to minimize your tax burden
• Lifestyle planning to achieve a harmonious balance between financial success and personal fulfillment

Our Commitment

We are committed to providing our clients with exceptional service, clear communication, and personalized attention. We believe in building lasting relationships and becoming your trusted advisor for the journey towards financial security and peace of mind.