A true fiduciary, focused on you.
Marksman Wealth Management is an independent practice committed to precise financial planning and a personalized experience.
Who we help.
You value substance over status and integrity over investment hype.
Quiet Achievers
You’ve built your success through hard work and smart decisions. Now you need an honest advisor who’s direct and focused on what actually matters: protecting what you’ve built and planning for what’s next.
Intentional Planners
Major transitions require thoughtful analysis, not generic strategies. If you’re selling your business, changing careers, or mapping out retirement, you need someone who understands your unique situation.
Legacy Builders
You want to pass on wealth and instill your values. We help you structure your wealth to benefit future generations without burden, ensuring your success becomes a blessing, not a curse.
Thoughtful direction for targeted results.
You’ve worked hard to get here. You deserve intentionality about where you’re going. At Marksman Wealth Management, we provide purposeful financial guidance and clarity that helps you move forward.
Clarity
you can act on.
Stop wondering if you’re on the right track. We simplify complex financial decisions into clear, specific steps. No jargon, no confusion, just straightforward guidance you can use today.
Investing
with intention.
Markets will always fluctuate, but your plan should be steady. We build diversified portfolios designed around your life’s timeline, not tomorrow’s headlines.
Planning
that reflects your values.
Your wealth should strengthen your family legacy. We create structures that pass on both your assets and your principles, preparing the next generation to handle both.
We do financial
planning differently.
In an industry obsessed with bigger and faster, we have the courage to choose better. When private equity offered millions for our firm, we said no. Because your trust and our independence as a fiduciary—simply aren’t for sale.
What sets us apart.
You’re our only priority.
There’s a difference between being priority number one and being the only priority. We don’t balance your interests against ours because there’s nothing to balance. Your success is the only measure that matters.
We’re independent by design.
We’ve turned down millions in buyout offers to stay small and nimble. No private equity pressure. No growth quotas. No one telling us to sell you something you don’t need. We’re here to do what’s right.
You’re more than just a number.
We’re deliberately small, intentionally personal. We grow organically through referrals to help ensure every client gets the attention they deserve. When you call, you can trust we know your story.
We’re built to last.
We’re building a firm that your children and grandchildren can trust just as much as you do. Because true wealth management happens across generations.
