Justin Makris is a financial advisor of Wealth Design Group and has been working with families to help strategically balance their current lifestyle and financial needs with long term stability and confidence. Justin and his firm work to empower families to experience purpose, freedom and abundance. Their mission is to inspire and coach families on the truths of investing and design a plan that supports their purpose. Clients have access to products, specialists, and services tailored to fit their unique needs and specific goals.
Successful individuals and organizations have chosen to work with Justin because of his honesty, dependability, understanding of the financial markets, and dedication to providing excellent service for his clients. What this means to you is that he will focus on your interest. This translates to clients being educated and prepared to protect themselves against deterioration of wealth from taxes, inflation, market volatility and unforeseen expenses.
We live in a world of uncertainty: market volatility, information overload, and unlimited financial investments from which to choose. To achieve new results, you must begin to think in new ways, identify the cultural messages and personal mindsets about money that destroy your financial confidence, and stay disciplined. Justin will evaluate the risks and challenges you will face that can prevent you from achieving your goals, then together align action with intention, resulting in you accomplishing those goals. Justin’s goal is to transform your current thinking and experience of money, which can result in financial independence and confidence necessary to live life with purpose.
Justin’s Career Highlights:
- Forbes Best-In-State Wealth Advisor (2024 & 2025)
- Fortune’s Wealth Mangers 40 Under 40 (2021)
- Five Star Wealth Manager (2016 – 2024)
- Leaders Club Award Winner (2015 – 2024)
- Rising Star Award Winner (2012)
- Client Builder Award Winner (2011)
- Friends of the Harris County Medical Society
- Baylor University Graduate – BA in Marketing; BA in Entrepreneurship
- Baylor University New Venture Challenge winner
- Baylor Business network – Advisory Board Member
Active registrations are:
- FINRA Series 7 (General Securities),
- FINRA Series 66 (Uniform Combined State Law)
- Holds life, health, & accident insurance licenses in multiple states.
- Worked and learned from top performers and owners of several different financial institutions – Morgan Stanley; Raymond James; Capstone Asset Management
Personal:
- Member of Second Baptist Church
- Member of the Greek Orthodox Archdiocese of America
- Star of Hope Volunteer
- Alzheimer's Support Advocate
- Car Enthusiast
- Competitive Cyclist
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining the third-party award. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OJ11023 - 7362410.1 Exp. 11/26