About Our Practice

We're a licensed Series 65 Investment Advisor and Fiduciary who loves teaching and helping people reach their financial goals. Our best clients are those who actively take an interest in their portfolio and see us as an invaluable partner when making critical retirement decisions. Our mission is to set ourselves apart from the "other guys" who are happy to make you a client, but who rarely seek to truly understand what is important to you. If enjoying a confident and happy retirement is important to you, we would encourage you to schedule a free appointment to see how we bring you financial peace of mind.  

  • Series 6, 63, 65 Financial Advisor
  • Licensed Texas Life Insurance and Annuity Independent Agent
  • Ten Years of Professional Financial Service
  • Regional Host for Social Security Retirement You® Workshops
  • Regional Director American National Insurance of Texas
  • Bachelor of Science, Accounting, Purdue University
  • Bachelor of Science, Management, Purdue University
  • Concentration in Finance, Purdue University​​

Mike Markiewicz, IAR

Our Investment Platform

9375 E Shea Blvd., Suite 100
Scottsdale, AZ 85260
The “FIA Advantage”
There is much more to wealth accumulation than simply buying what looks good and holding it for the duration. Our philosophy approaches wealth management with a sell high/buy low approach to take advantage of pricing opportunities while still focusing on investing in low-cost securities.   Through our relationships with Independent Investment Advisor Representatives (IAR) throughout the United States, you are getting the best of both worlds; an advisor in your area you know and trust and FIA, a SEC registered investment advisor with the expertise of a large fund managers and the flexibility of a small boutique firm.  Our diverse lineup of investment portfolios include tactically managed portfolios, portfolios that are managed based on a proprietary algorithm, passively managed portfolios and portfolios with traditional stock and bonds.  
Many of our portfolios are designed with preservation of assets at the forefront of the methodology.   These portfolios strive to not only grow your assets, but retain what you have worked so hard for.  By limiting the downside through tactical risk management, we seek to achieve more consistent growth of your money over the long run.
We Make Things Simple


  1. Life Insurance
    Term and Permanent Plans
  2. Investments
    Traditional and Roth IRAs. ETFs, Mutual Funds, Professionally Managed
  3. Annuities
    Indexed growth and bonus opportunities
  4. Indexed Universal Life
    Designed for tax-free cash distributions in retirement planning
  5. Small Business Pension Plans
    For business owners looking to establish or enhance their retirement package
  6. Social Security Planning
    Determine the best way to optimize your filing strategy
  7. Single Premium Life
    Wealth transfer tool for estate planning purposes
  8. Final Expense
    No medical exam, no health questions. Guaranteed Issue