Markowski Investments

About Us

We are a family-run investment advisory firm based in Southwest Florida providing wealth management and holistic financial planning services to new and experienced investors, businesses, and families. The Markowski Brothers founded Markowski Investments after growing frustrated with big Wall Street firms who ignored their fiduciary responsibility to clients.

Our mission is to give families and independent investors an honest alternative to asset management: personalized holistic financial planning. We believe that everything worth doing requires work, time, and effort. With 25 years of honest experience, we look forward to serving you with the same care, responsibility, and dedication that inspired Markowski Investments.

Who do we serve? Markowski Investments has a diverse clientele ranging from successful executives to doctors, lawyers, engineers, and small business owners.

Where do we operate? We are based in Southwest Florida and have advisors in Englewood, Sarasota, and Tampa. Nationally, we have advisors in 20 states and serve clients in all 50.

What is our philosophy? We believe in holistic financial planning and view you, the client, as a whole. We apply our skills to your entire financial situation, including investments, cash flow, insurance, and taxation.