Markiz Wealth Management is an outgrowth of Portland Financial Advisors, Inc. When we started the business, we were located in Portland, OR. We are so grateful for the opportunity to be serving the Portland community for the last fourteen years.
For family-reasons, we relocated our office to New York City. We continue to serve the Portland community from a distance with our deep relationships and personal connections.
As we’ve grown, we have refocused our energies under this new name, Markiz Wealth Managements, but happily continue serving our Portland community.