Optimize Your Wealth's PotentialTM
Personalized guidance. Innovative solutions.
We offer a family office approach that seamlessly integrates investments, tax optimization, retirement, and long-term strategy into one cohesive plan.
Awards & Recognition
*Disclosure Information
Top Firms 2025
Highly Rated Firm 2025
2026 Best Places to Work
Who We Serve: People Like You
01
Corporate Executives
02
Entrepreneurs & Business Owners
03
High-Net-Worth Individuals
04
Retirees & Affluent Families
05
Emerging Wealth
Assets Under Management
%
Client Retention
Years Combined Experience
Households
*As of 3/31/2026
Where Every Financial Decision Aligns
Our Wealth36Q° client experience is designed to work together. Delivered as one.
01.
Financial Planning
02.
Investment Management
03.
Tax Strategy & Preparation
04.
Retirement Planning
05.
Benefits & Compensation
06.
Healthcare & Family Support
07.
Insurance & Risk Management
08.
Estate Planning & Wealth Transfer
Partner to 2,000+ Clients
"We have been with Markham for over 12 years. He has always impressed us with his attention to our family, our financial needs and concerns. He has spent countless hours answering our questions and guiding us on how to work toward and achieve our financial security. Taking the steps through our retirement planning and execution was so much easier with the guidance provided by Markham. Also spent time to help us guide our children's financial life. We look forward to many more years of working with Markham."
Steve
Client
"My husband and I have had a wonderful relationship with Bruce for over years. During that time he has been instrumental in planning and guiding us through many of lifes uncertainties and various market fluctuations. Whenever the need has arisen, he and his staff have always been thoughtful and responsive. Additionally, we meet regularly to review our portfolio performance and discuss the overall market outlook. I have recommended Bruce's services to other family members."
Diana
Client
"It only took one meeting for me to recognize that I finally found the planner for me in Lucas. With his questions, statements and actions, Lucas consistently makes it clear that what I want and need to be successful is his priority; not selling me something or treating me like everyone else. That level of support and focus has remained throughout or relationship. Also he pulls in experts when needed (eg insurance) and does a great job training on the financial tools suite. Knowledgeable regarding retirement process and converting 401ks and pensions; and receiving inheritance funds."
MEB
Client
Ready to start planning for your best life?
