Jonathan Markos, CPFA

I’m Jonathan Markos, a fiduciary financial advisor with over 20 years of experience helping clients make informed financial decisions with clarity and confidence.

On this channel, I share insights on investing, retirement planning, and building and managing wealth over time. The goal is simple: help you understand how your financial decisions fit into a broader strategy so you can move forward with confidence.

My approach is grounded in discipline, thoughtful planning, and a long-term perspective, with a focus on consistency, risk awareness, and alignment with what matters most.

Forbes Best-in-State Top Financial Security Professional (2023 & 2024).*
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*Forbes recognition is based on independent research. Past performance is not indicative of future results.