Markiz Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Markiz Wealth Management serves individuals, families, high‑net‑worth clients, and trusts, offering two principal programs: Wealth Management Services and Financial Planning Services. The firm provides discretionary portfolio management together with broader wealth‑management support such as retirement and estate planning, education planning, and tax planning and tax return preparation through an affiliated accounting firm.
The firm’s investment approach centers on long‑term strategic asset allocation and diversification across equities and fixed income, typically implemented with diversified mutual funds and ETFs and managed with attention to tax efficiency; client portfolios are reviewed at least quarterly and taxable accounts receive an annual realized gains/loss report. Fee arrangements may be structured as a percentage of assets, a fixed advisory fee, or hourly financial planning fees, and the firm generally requires a minimum account size while retaining discretion to accept clients.
Noteworthy aspects include the firm’s formal affiliation with an accounting practice that provides tax preparation and planning to select clients (a relationship the brochure discloses and for which conflicts are mitigated by disclosure and client choice). The firm also operates with a very small advisory team and a relatively concentrated client base, avoids trade aggregation to permit individualized, tax‑sensitive trading, does not participate in wrap programs, and reports that it does not receive soft‑dollar benefits.
Client services
Expertise
Fee options
Fixed advisory fees may be charged for wealth management services; amounts determined per client agreement
$400 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning fees billed at $400 per hour plus out-of-pocket expenses
Main office
Port Washington NY
Advisors at this office
1
Most active in
New York · Oregon · Washington
Also doing business as
Markiz Group, LLC · Markiz Wealth Management · Portland Financial Advisors Inc · Portland Financial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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”)