Justin Makris

Senior Partner & Financial Coach

Justin Makris is a partner of Wealth Design Group and has been working with families to help strategically balance their current lifestyle and financial needs with long term security and success. 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 best 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 can destroy your peace of mind, and stay disciplined. Justin will evaluate the risks and challenges you 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 freedom and confidence necessary to live life with purpose.

Justin’s Career Highlights:

  • Fortune’s Wealth Mangers 40 Under 40 (2021)
  • Five Star Wealth Manager (2016 – 2021)
  • Leaders Club Award Winner (2015 – 2021)
  • 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
  • Car Enthusiast
  • Competitive Mixed Martial Artist

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0J11023

Wealth Design Group is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.