Broker Check

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

949-595-4650
andrew@markhamfinancial.com
Client Login

Live Your Life.
Build Your Legacy.

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

Reach Out Today

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.

Learn About Us
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.

Schedule A Meeting

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.

Explore All Groups

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.

Planning for Today’s Retirement Reality

Planning for Today’s Retirement Reality

As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Learn More
The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More

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.

Thank you!
Oops!