Jarrod C Markley, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor

  • 434-817-2567
  • 434-249-8822
  • FAX 866-374-8822

Our mission is to inspire people to be passionate about what is possible and to align their actions with their intentions.

 


To learn more about my team, click here.

 

Physicians Nationwide

Jarrod Markley is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

 

Plan Now for Your Future 

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, Jarrod Markley works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Jarrod uses a four-step approach in working with his clients:

 

Jarrod Markley's planning process is unique –  he starts at a different plane than other advisors.  He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals. 

Then he focuses on the issues below the horizon – Strategies, Tactics and Tools. 

By staying above the horizon and gaining clarity around your goals, Jarrod can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of his clients is Jarrod's business, and he takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, Jarrod Markley can help you find the right answers. 

Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.

New Webcast Replay – View Now

Get started on your financial journey together with a checklist and tips in our latest webcast, Marriage & Money: 3 Steps for Building Your Financial Future Together.

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Mid-Year Financial Report Card: How’s the Economy Doing?

This month’s podcast takes a pulse on the markets and how student loan debt is affecting the economy. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

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