We are different because we focus on long-term relationships, are “Fee Only” financial planners, and we understand the tax consequences of your financial decisions which allows you to see the big picture.

Long-Term Relationships

We listen, we get to know you, and then we tailor advice to your needs. This is how we build long-term relationships with our clients. We recognize that this is a trusted relationship. Every successful relationship is built on trust and integrity and we make that central to our work together.

We are proactive, always working for you, planning and exploring opportunities to help you achieve your financial goals. We communicate with you, recognizing that each person has their own risk tolerance. We help you navigate your financial planning journey.

We provide solutions, not just charts, graphs, and monthly statements.

“Fee-Only”

We are “Fee-Only” financial planners. We do not accept commissions for financial planning products or referral fees. We are registered investment advisory firm with a fiduciary responsibility to act in your best interests.

Big Picture

As a Certified Public Accountant, Gabriel understands the tax consequences of your financial decisions. This sets him and Markiz Wealth Management apart from brokers, insurance agents, and other investment professionals.

We are proud to be members of the National Association of Personal Financial Advisors (NAPFA) which is a very exclusive group of financial advisors with a fiduciary responsibility to clients.