Andrew Markham Email & Phone Number

We help high net worth clients make better decisions and provide access to a wide range of unique strategies. We start with a process that integrates our clients' life concerns with their financial goals, and then provide them with a thoughtful, detailed plan of action.I was always fascinated with puzzles as a child. Anything that required putting something together for an end result I loved, and I think it boiled down to the idea of solving a problem. My approach to financial planning is like that. My clients appreciate that I help them link the pieces of their financial lives together.My specialties are: Retirement distribution, thoughtful and detailed asset allocation, multi-generational planning and all done with the unique ability to communicate complex financial topics. Let’s face it: the financial world prides itself on being complicated. Distilling the dizzying array of terms into easily digestible concepts is something I embrace.

Listed skills include Fixed Income Strategies, Long Term Care Insurance, Retirement Planning, Tax Advantaged Investment Strategies, and 3 others.

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  University Of California, Irvine

  Mathematics