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Makino Financial

EST. AUM
$175,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
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Overview

Makino Financial is a Maryland-based independent wealth management firm founded and led by Frances Makino, a 36-year industry veteran. The firm is dedicated to providing personalized, thoughtful guidance to families, free from corporate or private equity influence. It recently affiliated with Independent Financial Group (IFG) to support its next stage of growth while maintaining advisor autonomy and a high-touch client experience. The firm's next generation of leadership (Bernard and Gloria Makino) ensures its long-standing legacy of personalized client service continues.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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