MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic “big business” Wall Street firms that are so transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.
We believe that Wealth Management is about far more than just making money. Clients and their families are each unique and must be addressed individually. Values and Goals are often at odds with generic “one size fits all” investment modules prevalent in most of today’s financial practices. We believe the conversations should be less about investments and more about lives, seeking to guide our clients to find a possible best path towards their life goals.
For far too many Wealth Managers, the focus is exclusively on retirement and how much money is needed. But retirement is just an event in a long life voyage. We all have numerous goals that often change over time. But while goals change, values and priorities tend to persist. At Markey Wealth Management, we encourage our clients to focus on life’s journey, not just a singular destination. Most people wish to experience far more than could ever be afforded, we provide the advice and guidance to chart a course to fulfillment.
Our goals are to:
We believe in contributing to local community efforts and national organizations dedicated to children, families and education. We have actively supported the Women’s Giving Circle of North Central Florida, Gainesville Civic Choir, Boy Scouts of America, and are a school partner with Alachua County Public School Foundation . Here are some of the ways we personally give back:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Markey Investment Management, a registered investment advisor. Markey Investment Management and Markey Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, ID, LA, NC, NH, NV, NY, OH, PA, VA.