whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped markowski  matt  bbpi

Matthew Markowski

CFP®, MBA
Markowski Investments
Tampa, FL
Everything in life that has meaning, value, and worth involves work, time, and effort.
Score:
--

Meet Matthew

524321654 200x150
About Me - Matthew Markowski
524320510 200x150
My Approach - Matthew Markowski
524320946 200x150
Insurance - Matthew Markowski
Video Transcripts

If investors were to learn anything from the past ten years, we would hope it would be the realization of the tremendous difference between excellent advice, and the rest of the puzzling advice that investors have received from wirehouse brokerage firms, the press, and self-appointed experts.

Financial planning does not end nor begin with the words, “Buy, Sell or Hold.”Unfortunately, for a great number of people that has been the…

If investors were to learn anything from the past ten years, we would hope it would be the realization of the tremendous difference between excellent advice, and the rest of the puzzling advice that investors have received from wirehouse brokerage firms, the press, and self-appointed experts.

Financial planning does not end nor begin with the words, “Buy, Sell or Hold.”Unfortunately, for a great number of people that has been the extent of the so-called advice they have received. Brokerage firms have gone through an ugly metamorphosis from professionals that acted in the best interests of their clientele, to a financial big box store, trying to sell you as many things as possible, as often as possible, and always in bulk.

Markowski Investments’ true value is our people and reputation. The relationship between what we cultivate with our clients is modeled after the doctor-patient relationship.

We are an independent Registered Investment Advisory, not beheld to shareholders looking to beat next quarter’s earnings; we serve our clients...period.

Markowski Investments believes that if we serve our clients well, our own achievements will follow. Our continued success depends on our ability to maintain the highest level of ethical standards. We at Markowski Investments will provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. We are always anticipating the changing needs of our clients and developing new and innovative ways to meet those needs.

Unlike other firms, our business is strictly client-based; we cease to exist without them. We go to great lengths to maintain our performance and relationships. The pursuit of excellence in and out of the workplace is an obligation for all at Markowski Investments. We place our clients’ interests first, act with integrity and honesty, and strive for excellence in every facet of our practice.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
College planning
Estate planning
Insurance management
Lgbt services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
MBA
Other post-graduate
Spinner Loading...