Marki Financial Services, LLC

Overview

Marki Financial Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC that advises individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small business owners and charges fees as a percentage of assets under management. It does not identify as an ESG investor, is not structured as a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The practice appears boutique in scale and scope, providing traditional advisory services rather than multi-adviser or affiliated-adviser solutions. Advisory activity centers on client-facing planning and portfolio construction rather than institutional or retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives