Tampa, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Markowski Investments
Team
Firm-wide stats for Markowski Investments
Clients per advisor
123 Very HighAvg AUM per client
$369,774 Very LowHNW client ratio
10% Very LowAbout
Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans, managing roughly $473.9 million in client assets across its multi-advisor platform. The firm serves more than 1,200 clients and offers comprehensive planning analyses that address tax, retirement, and estate considerations alongside ongoing portfolio management.
The firm’s investment process combines strategic asset allocation with tactical overlays informed by fundamental, technical, and cyclical analysis, generally favoring long-term holdings while making adjustments as market conditions warrant. Portfolios are managed on a discretionary basis, reviewed at least quarterly, and the firm may aggregate or “bunch” trades and use option strategies such as covered calls and naked puts to enhance or hedge positions.
Markowski’s business practices include several uncommon features for a firm of its size: it works with an affiliated broker-dealer (Westminster Financial Securities, Inc.), owns a separate registered investment adviser (Compass Financial Management LLC), and principals maintain broker-dealer registrations and insurance licenses, which can result in 12b-1 fees or commissions in addition to advisory fees. These affiliations and potential conflicts are disclosed in the firm’s brochure, and the firm states that clients are not required to use affiliated products.
Based on Markowski Investments
Expertise
Based on Markowski Investments
Location
Tampa FL
Advisors at this office
4
Advisors at this office
Joshua M
ChFC®, Series 63, Series 65
Tampa, FL
Markowski Investments
Joshua Markowski is a financial advisor at Markowski Investments with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His work history includes roles at Compass Financial Management LLC and Westminster Financial Securities, Inc. Outside of advising, he has worked as a bellman at Gasparilla Inn in Boca Grande, FL. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, and other entities. The firm manages approximately $474 million in assets across a multi-advisor platform and integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis.
Matthew M
CFP®, Series 63
Tampa, FL
Markowski Investments
Matthew Markowski is a CFP® with 27 years of industry experience, currently serving at Westminster Financial Securities, Inc. since 1999. He is based in Tampa, FL, and holds a Series 63 license. Markowski also holds a license to sell insurance and dedicates limited time to insurance sales outside of trading hours. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $410 million in assets and employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with adjustments made through cyclical and tactical overlays.
Michael M
Series 63, Series 65
Tampa, FL
Markowski Investments
Michael Markowski is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Markowski Investments since 2008 and Westminster Financial Securities, Inc. since 1999. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-team approach, combining fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies across equities, fixed income, mutual funds, and ETFs.
Christopher M
Series 63, Series 65
Tampa, FL
Markowski Investments
Christopher Markowski is a financial advisor at Markowski Investments in Tampa, FL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Markowski Investments, Westminster Financial Securities, Inc., and Compass Financial Management since 1999. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and combines strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.
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”)