A complete list of active advisors currently associated with Makarios Investments Inc
Warmer can help you find a great advisor at Makarios Investments Inc or one who fits your needs even better.
Makarios Investments provides discretionary investment management and financial planning to individuals, families, trusts, estates, and small businesses, and generally manages client accounts on an ongoing basis. The firm is a solo advisor operation that reports managing approximately $1.2 million in regulatory assets under management and uses Charles Schwab Institutional as custodian. The firm combines fundamental and technical analysis with a focus on long‑term asset allocation, cash‑flow needs, and tax efficiency, building diversified portfolios of equities, ETFs, fixed income, and occasional alternative investments. Makarios offers a range of strategies, including strategic and tactical asset allocation, dividend‑oriented income portfolios, and total‑return growth models, and it may negotiate performance‑based fees for clients who meet the qualified‑client threshold, with performance measured net of trading costs and subject to a high‑water mark. What distinguishes the firm from many peers is the principal’s concurrent involvement in related financial services: the firm’s lead holds credentials as an Enrolled Agent, operates a tax preparation and consulting business, and also participates in residential and commercial real‑estate brokerage and property ownership/management; prior licenses in insurance and mortgage brokerage are noted. These overlapping tax and real‑estate activities are disclosed and managed to mitigate conflicts, and the combination of those services with the option for performance‑based fee arrangements is atypical among independent, single‑advisor firms.
To learn more about the advisors currently working at Makarios Investments Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sedona, AZ
| 0
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)