Together, you and your Eagle Strategies financial advisor will engage in a simple but effective multi-step planning process¹. It begins with an honest and open conversation so your needs, wants, and aspirations are clearly understood. Each step in this collaborative process builds on the previous one to gain a full picture of your financial life and using the data and information gathered to develop a well-crafted financial plan¹ and a targeted strategy.

As you work with your Eagle Strategies financial advisor to create a portfolio aligned to your goals, you want to be confident that the investments you select are being managed by skilled investment managers who maintain consistent, repeatable investment processes. That’s why our Investment Research team works closely with experienced third-party firms to conduct ongoing due diligence and monitoring on our partner investment managers.

We’re committed to building a successful, long-term relationship with you. That commitment, coupled with the expertise across our teams, impartial research, tools, best-of-breed investment solutions, and financial planning¹ capabilities makes us the ideal partner to help you achieve your full financial potential.

ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k’s and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.

Markow Financial Group, Inc. is an independent financial firm that specializes in providing customized solutions tailored to your individual goals and needs. In a profession based on objective advice, true independence offers many choices intended to benefit you. Because Markow Financial Group, Inc. is an independent business we have the freedom to structure our business in a manner that best serves our clients. We take pride that our company is anchored around the principle of truly caring about making your dreams a reality.

Dad first, veteran always, financial advisor for the love of the markets.

I am a husband and father of two who believes money is a tool to build a life full of opportunity. My first lessons in investing came from my grandma, who taught me to research my stock picks, understand the companies’ management teams, and have patience because investing is a lifelong pursuit.

How I work: We start with where you are in your life. Then we define your goals, time horizons and risk tolerance. With that information, we can formulate a comprehensive investing strategy that you can clearly understand.

Our approach blends the attentive service of a smaller firm with the expertise of a larger one to create a differentiated wealth experience. From investment strategy and tax efficiency to generational wealth transfer, we guide you through the process and remove any financial stress so you can focus on what’s important to you in life.

Nothing compares to the feeling of helping a family or individual plan for their financial future.