Markiz Wealth Management

Markiz Wealth Management

Markiz Wealth Management launched in 2007 under founder Mark A. Tepper, operating as a fee-only registered investment advisor from its Portland, Oregon base. The firm serves individuals, high-net-worth families, charitable organizations, and trusts, providing financial planning and discretionary portfolio management. Tepper structured the practice to avoid commission-driven conflicts, a posture that shapes client mandates and advisory relationships. The firm's investment approach centers on equity portfolios built through direct indexing and factor tilts, emphasizing tax efficiency and customized exposure rather than off-the-shelf mutual funds or ETFs. Fixed-income allocations typically use individual bonds for predictable income and maturity matching. The firm also advises on concentrated stock positions and executive compensation planning for clients with equity-linked wealth. Client portfolios are managed on a separately managed account basis, with no pooled fund vehicles or co-investment structures. The firm operates from a single office in Portland. Mark A. Tepper serves as the primary investment decision-maker and client-facing principal. Markiz Wealth Management does not maintain dedicated private equity, venture capital, or hedge fund allocation programs, nor does it disclose total assets under advisement. The firm does not publish its regulatory Form ADV Part 2 online, limiting visibility into its client count and asset base. In recent years, the firm has integrated charitable giving strategies, including donor-advised fund coordination, into its core planning service. Markiz Wealth Management's structural posture is that of a traditional RIA serving a regional client base — no proprietary funds, no institutional separate accounts, and no disclosed institutional allocation mandates. The firm's succession and governance structure is not publicly documented, leaving long-term ownership continuity unspecified.