Markle Financial
Markle Financial is an SEC-registered, fee-only investment advisory firm in Laramie, Wyoming offering wealth management, tax planning, retirement, estate, and corporate retirement plan services to high-net-worth individuals, families, and business clients via a Personal CFO model.
- Company typePrivate
- Founded2020
- HeadquartersLaramie, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Markle Financial does
Markle Financial, LLC is an SEC-registered investment advisory firm headquartered in Laramie, Wyoming, founded by Shannon Markle and formally established with its first hire in 2020. The firm operates a fee-only, fiduciary wealth management practice organized around a Personal CFO service model, offering 11 interconnected service lines: investment and wealth management, tax mitigation and planning, tax strategies and minimization, retirement income management, estate planning, charitable giving, cash flow analysis, alternative securities (real estate), and both small and large business employer retirement plans (including 3(16), 3(21), and 3(38) fiduciary services). Client engagement follows a two-appointment consultative process — an initial consultation to assess goals and gather financial documents, followed by a second appointment presenting a customized financial roadmap — with ongoing annual reviews and quarterly market updates.
The firm serves primarily high-net-worth individuals and multi-generational families in Wyoming and the surrounding region, with a secondary B2B segment in corporate retirement plan management. Its underlying technology stack consists of industry-standard wealth management, trading, and custodian platforms, augmented by proprietary client-facing tools (Dynamic Wealth Management Tools and a Financial Scorecard) used to drive accountability and progress tracking. Revenue is generated through recurring advisory fees on assets under management, billed annually, with pricing set per-engagement rather than publicly disclosed. The firm distributes services via direct advisory relationships, supported by a content marketing engine (educational blog, risk assessment quiz, video content) and free initial consultations as the bottom-of-funnel conversion mechanism.
The 8-person team combines deep local/regional client relationships with institutional pedigree — including former experience at Ontario Teachers' Pension Plan, National Bank of Canada, KPMG, and Smith Barney — providing a credential profile unusual for a firm of its size and geography. The firm is privately held with no external funding, no parent company, and no disclosed revenue or AUM figures.
Markle Financial firmographics
Firmographics- Name
- Markle Financial
- Legal name
- Markle Financial, LLC
- Website
- https://marklefinancial.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Markle Financial is an SEC-registered, fee-only investment advisory firm in Laramie, Wyoming offering wealth management, tax planning, retirement, estate, and corporate retirement plan services to high-net-worth individuals, families, and business clients via a Personal CFO model.
- Ownership category
- akta.pro rank
Markle Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Private Banking Philanthropy & Impact Advisory (FSABADAJ)
- akta.pro secondary industry
- Real Estate (Commercial Property, REITs) (FSABACAH)
Keywords
Where Markle Financial is headquartered
LocationHeadquarters
- HQ city
- Laramie
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Markle Financial business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Markle Financial operates as an SEC-registered investment advisor, generating revenue through advisory fees charged for financial planning, investment management, and wealth advisory services. The firm emphasizes a fiduciary relationship where they sit on the client's side of the table, distinct from broker-dealers who may earn commissions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisory fees determined through consultation |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Markle Financial product offering
Product offeringCore offering
Markle Financial is an SEC-registered investment advisory firm that provides personalized wealth management services through a 'Personal CFO' model. It delivers customized investment and wealth management, tax mitigation and planning, retirement income management, estate planning, charitable giving, cash flow analysis, and small/large business employer retirement plan services. The firm serves individuals, families, and business clients from its Laramie, Wyoming office through in-person and virtual advisory engagements.
Product overview
Markle Financial is a registered investment advisory firm offering a unified suite of wealth management services centered around a Personal CFO model. The portfolio includes 10 distinct but interconnected services: Investment and Wealth Management serves as the core investment platform; Tax Mitigation & Planning and Tax Strategies & Minimization address tax efficiency; Retirement Income Management handles retirement planning; Large and Small Business Employer Retirement Plans serve corporate clients; Estate Planning and Charitable Giving address legacy and philanthropy; Cash Flow Analysis supports spending strategies; and Alternative Securities: Real Estate Investment provides alternative investment options. The Personal CFO service ties these offerings together as a holistic advisory wrapper, simplifying financial complexity through a personalized, client-first approach.
Differentiator
Problem solved
Functional benefit
Products and services
- Alternative Securities: Real Estate Investment
- Cash Flow Analysis
- Charitable Giving
- Estate Planning
- Investment and Wealth Management
- Large Business Employer Retirement Plans
- Retirement Income Management
- Small Business Employer Retirement Plans
- Tax Mitigation & Planning
- Tax Strategies & Minimization
- Personal CFO
Quantifiable outcome
- Tax efficiency strategies can add nearly one percentage point to rate of return over a decade
- +1 more outcomes
Companies that use Markle Financial
Customer profileSegments4 records
Ideal customer profiles3 records
Markle Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Markle Financial partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Markle Financial competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights6 records
Customer concentration
Markle Financial social profiles
Digital presenceMarkle Financial compliance and trust
Trust signalCompliance1 record
Markle Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Markle Financial leadership team
Management profileNumber of profiles
Profiles8 records
Markle Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Markle Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Markle Financial
What does Markle Financial do?
Markle Financial is an SEC-registered investment advisory firm that provides personalized wealth management services through a 'Personal CFO' model. It delivers customized investment and wealth management, tax mitigation and planning, retirement income management, estate planning, charitable giving, cash flow analysis, and small/large business employer retirement plan services. The firm serves individuals, families, and business clients from its Laramie, Wyoming office through in-person and virtual advisory engagements.
Is Markle Financial a public or private company?
Markle Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Markle Financial founded?
Markle Financial was founded in 2020. It employs 1 to 10 people.
Where is Markle Financial based?
Markle Financial is headquartered in Laramie, United States, in the North America region.
How does Markle Financial make money?
One revenue line is on record: investment Advisory Fees.
Does Markle Financial have an API?
No public API is recorded for Markle Financial.
What industry is Markle Financial in?
Markle Financial's product category is Wealth Management. Its primary akta.pro industry code is FSABADAJ, Private Banking Philanthropy & Impact Advisory, with a secondary code of FSABACAH, Real Estate (Commercial Property, REITs). Its NAICS code is 523940 and its SIC code is 6282.