What Makris Financial Group does

Makris Financial Group is an independently owned financial advisory firm founded in 1978 by George Makris and headquartered at 5580 Glenway Avenue in Cincinnati, Ohio. The firm provides investment management, retirement planning, insurance planning, financial planning, and life-transition advisory services primarily to individual clients and families. It operates through a network of Financial Professionals who work from their own offices to deliver personalized, relationship-driven guidance built around a team-based approach and an education-first philosophy.

Securities and investment advisory services are delivered through a core partnership with Osaic Wealth, Inc., a registered broker-dealer and FINRA/SIPC member, giving Makris access to the technology, compliance, and scale of one of the largest independent wealth management networks in the U.S. The firm holds multi-state securities registration across 11 states (AL, CA, CO, FL, IN, KY, MI, NC, NY, OH, VA) and insurance licensing in 5 states (IN, KY, NC, OH, SC). Client onboarding flows through a content-marketing-driven funnel — articles, videos, and calculators — leading to a no-pressure discovery call.

The business is family-run, with founder George Makris continuing to lead the firm alongside next-generation professionals Anna Makris (joined 2018) and Yianni Makris (joined 2016). The firm carries no proprietary technology stack, no disclosed revenue, no external funding, and operates at a small scale of 1-10 employees. Revenue derives from recurring financial advisory fees, investment management fees, and insurance product commissions routed through the Osaic partnership.

Name

Makris Financial Group

Legal name

Makris Financial Group

Website

https://makrisfinancialgroup.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

1–10 employees

Short description

Makris Financial Group is a Cincinnati-based, family-owned financial advisory firm offering investment, retirement, insurance, and financial planning services to individuals and families, delivering securities and advisory services through its Osaic Wealth partnership.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

Keywords

• Financial planning services
• Retirement planning
• Investment management
• Insurance planning
• Wealth management

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory and Planning Services: Revenue generated through financial advisory fees, investment management services, and insurance product sales. Services are offered through Osaic Wealth, Inc. (member FINRA/SIPC), which provides securities and investment advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Makris Financial Group is an independent financial advisory firm that delivers investment management, retirement planning, insurance planning, and estate/legacy planning services to individuals and families. Services are delivered through a network of financial professionals who provide personalized, team-based guidance during scheduled consultations and ongoing client relationships, with securities and investment advisory services offered through Osaic Wealth, Inc.

Product overview

Makris Financial Group is a financial advisory firm offering a unified suite of wealth management services centered around a holistic, team-based approach. The core offerings include Investment Management Services (featuring asset allocation, risk management, and strategic rebalancing), Retirement Planning Services (with income strategy and ongoing analysis), Insurance Planning, Financial Planning for generational wealth transfer, and specialized Financial Guidance for Life Transitions. The firm operates through a network of Financial Professionals who provide personalized, boutique-style financial guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• OsaiccoreTechnology or IntegrationOsaic is one of the nation's largest networks of independent wealth management firms. This partnership provides clients with the personalized attention of a local independent firm, backed by the robust technology, security, and scale of a national powerhouse. Makris Financial Group operates as a branch under Osaic with George Makris serving as Branch Manager, Registered Principal and Investment Advisor Representative.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• Cetera Financial Group: Independent broker-dealer and RIA network supporting thousands of financial professionals with back-office, technology, and compliance infrastructure — the same umbrella model Makris operates under via Osaic.
• Hightower Advisors: Independent RIA platform built by partnering with established advisory firms; offers a comparable 'boutique with scale' value proposition and roll-up playbook relevant to a small independent firm like Makris.
• Creative Planning: Large independent RIA offering comprehensive wealth management to individuals and families through a network of advisors — directly comparable in client base, service mix, and channel to Makris.
• Cambridge Investment Research: Large independent broker-dealer and RIA platform supporting independent financial advisors with full-service infrastructure, directly comparable to Makris's Osaic affiliation model.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting individual financial advisors across the U.S. with practice management, technology, and compliance services — a near-analog of the Makris/Osaic operating model.

Broad incumbents

• Northwestern Mutual: Large mutual company offering investment, retirement, and life insurance products through a national advisor force — overlapping insurance-heavy service mix with Makris's licensed insurance offerings.
• Raymond James Financial: Diversified wealth management and investment services firm with a large independent advisor channel; competes for the same individual/family wealth clients and offers the same product set.
• Edward Jones: Mass-market U.S. wealth management firm serving individual investors with investment, retirement, and insurance services through a national advisor network — overlapping service set but vastly larger scale and brand.
• Ameriprise Financial: Diversified financial services company with a large independent advisor channel offering financial planning, investments, and insurance to retail clients — same target customer and product breadth as Makris.

Regional players

• Robert W. Baird: Midwest-headquartered wealth management firm with strong regional presence in states where Makris is also licensed (WI/OH/IL/MI), serving individuals with investment, retirement, and financial planning services — a relevant regional incumbent competing for similar clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/makris-financial-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Makris Financial Group