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23332 Mill Creek Dr, Ste 120, Laguna Hills, CA 92653

949-595-4650
andrew@markhamfinancial.com
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Live Your Life.
Build Your Legacy.

Holistic wealth solutions, life transition planning, and tax-aware strategies from an experienced wealth management and planning team.

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Our Team Has A Plan To Help You Get There.

At Markham Financial Services, we believe good financial guidance should help you connect your financial life to your personal life. That means understanding what matters to you, what you are working toward, and how your wealth can support a more fulfilling future.

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Make Better Decisions With A Clear Path Forward.

Make Better Decisions With A Clear Path Forward.

We build tailored strategies around your goals, concerns, values, and any life changes you may be facing. Then, because markets, tax laws, and life circumstances are always changing, we continue adjusting the pieces until everything fits just right.

Our Strategies Are Built Around You.

Our Strategies Are Built Around You.

Our services are designed to bring clarity, coordination, and forward momentum to the financial decisions that matter most today, in retirement, and across generations.

Get Clear On What Comes Next.

When life changes, your financial strategy may need to change with it. Whether you are approaching retirement, navigating a loss,
receiving an inheritance, or stepping into a new chapter—we are here to help you sort through the complexity and make
decisions with greater confidence.

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Who We Serve

Individuals & Families

Individuals & Families

Align your wealth decisions with the values, priorities, and choices shaping your future and the next generation.

Pre-Retirees And Retirees

Pre-Retirees And Retirees

Connect the dots between accumulated wealth, income planning, tax considerations, and the life you want that money to support.

Windfall Recipients

Windfall Recipients

Sort through the tax impact, the opportunities, and the next steps you should take when you receive unexpected assets. 
 

Tech Professionals

Tech Professionals

Guidance for those earning more, changing roles, building wealth quickly, and thinking through what those next career moves mean for the future.

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Make Informed Choices With The Right Information

Our financial resources are here to make the next step easier, whether you are simply gathering information, preparing for a conversation, or looking for helpful materials to support smarter financial decisions.

6 Smart Money Habits for Building Long-Term Wealth

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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It's Time To See Your Wealth Clearly

We are here to help you navigate the complexities and make your financial decisions with greater confidence. Fill out the form and we'll be in touch.

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