A complete list of active advisors currently associated with Markle Wealth Management

Warmer can help you find a great advisor at Markle Wealth Management or one who fits your needs even better.

The firm provides financial planning, investment consultation, and non‑discretionary asset management to individuals, estates, trusts, and charitable organizations. The principal also maintains an active accounting and tax practice focused on individual and small‑business tax services and will coordinate with clients’ other advisors as requested. Investment advice follows a long‑term, disciplined approach built around a written investment policy statement, diversified allocations, and tax‑efficient account management using primarily no‑load mutual funds and ETFs. Management is typically non‑discretionary—trades are implemented after client approval—and the firm emphasizes cash‑flow and sustainable withdrawal planning as part of portfolio design. Compared with peers, the firm is notable for combining an ongoing CPA/tax practice with an advisory model that reported no discretionary assets and approximately $8.9 million in non‑discretionary assets under management. It operates as a solo advisory practice with a small client base (22 clients), which results in direct principal involvement in planning, implementation, and periodic reviews.

To learn more about the advisors currently working at Markle Wealth Management, 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.