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 2026
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
Financial Planning
Investment Management
Tax Strategy & Preparation
Retirement Planning
Benefits & Compensation
Healthcare & Family Support
Insurance & Risk Management
Estate Planning & Wealth Transfer
Financial Planning
A comprehensive financial plan helps you align your goals, optimize your resources, and build a secure future for you and your family.
How We Help:
- Goal Setting & Cash Flow Planning
- Budgeting & Debt Management
- Retirement Planning & Projections
- Education Funding Strategies
- Asset Allocation Analysis
- Tax Planning Coordination
Investment Management
Active portfolio construction and ongoing monitoring aligned with your risk tolerance, time horizon, and return objectives.
How We Help:
- Diversified Portfolio Construction
- Active Monitoring & Rebalancing
- Liquidity & Capital Preservation
- Tax-Aware Investment Selection
- Unique Private Market Access
- Disciplined Investment Management
Tax Strategy & Preparation
Strategic tax optimization that's proactive, coordinated, and personalized, helping you keep more of what you earn.
How We Help:
- Year-Round Tax Planning
- Strategic Tax-Loss Harvesting
- Tax-Efficient Withdrawal Sequencing
- Roth Conversion Analysis
- Charitable Giving Strategies
- Tax Preparation & Filing
Retirement Planning
Income projections, Social Security optimization, and drawdown strategies designed for a secure, confident retirement.
How We Help:
- Retirement Income Projections
- Social Security Optimization
- Pension & 401(k) Analysis
- Tax-Smart Retirement Distributions
- Employee Benefits Optimization
- Required Minimum Distributions (RMDs)
Benefits & Compensation
Analysis and optimization of employer benefits, equity compensation, and executive compensation packages.
How We Help:
- Equity Compensation Analysis (RSU, ISO, ESPP)
- Executive Compensation Packages
- Employer Benefit Optimization
- 401(k) & HSA Maximization
- Stock Option Planning & Management
- Deferred Compensation Strategies
Healthcare & Family Support
Healthcare cost planning, long-term care strategies, and family financial support structures for every generation.
How We Help:
- Healthcare Cost Projections
- Long-Term Care Strategies
- Multi-Generational Family Planning
- Education Savings (529 Plans)
- Special Needs Planning
- Elder Care Support
Insurance & Risk Management
Life, disability, and liability coverage review to protect your assets and manage financial exposure.
How We Help:
- Insurance Needs Analysis
- Life Insurance Coordination
- Long-Term Care Planning
- Liability & Asset Protection Review
- Medicare & Health Integration
- Asset Protection Structures
Estate Planning & Wealth Transfer
Trusts, wills, gifting strategies, and wealth transfer plans designed to preserve your legacy.
How We Help:
- Trust & Will Structuring
- Integrating Estate Tax Considerations
- Reviewing Beneficiary Designations
- Charitable Giving Vehicles
- Business Succession Planning
- Multi-Generational 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
"Lucas was not my first advisor after retirement, I’d had done a lot of research and gone with another firm and I thought everything was going well until my tax return, which was totally messed up. Once I contacted Lucas, his team sprung into action and immediately got my tax situation squared away to my great relief. Working further with Lucas I saw that their slate of financial planning, investment guidance, tax planning and preparation, and estate management was far better!"
Scott
Client
"My wife and I have been working with James for over a decade. We always feel James is looking out for our best interests. When we have discussions with him, he always lays things out clearly and honestly and gives us the information we need. He never tells us what we want to hear, instead, he gives us an honest assessment of things and provides options to maximize our future success. I highly recommend James to anyone looking for a financial advisor who is hones, straightforward, and knowledgeable."
Douglas
Client
"Seeking an advisor is not an easy task nor should it be taken lightly. Sharing all your personal financial details (with no secrets) can be a leap of faith. The only way one can do this is to have compete confidence in their advisor. This comes with positive experiences over time. I have worked with James Warburton for over 10 years now. It started with an initial discussion to understand our financial goals and where we want to be. From there, the plan was developed and now we simply make those course corrections as markets and conditions change."
Jesse
Client
Ready to start planning for your best life?
