Our Team

Josh Markowitz

Financial Planner

Partner

Josh Markowitz
Josh Markowitz

Multi-talented and filled with an insatiable curiosity, Josh Markowitz is a true renaissance man.

Josh is a financial planner with The Next Level Planning Group. His specialty is bringing both art and science to the task of helping people match their expected future expenses with highly probable cash flows from their assets. The “art” is reflected in the creative and customized descriptions of clients’ values, goals, and vision of the future that he weaves into their financial plans. The “science” comes alive through an integrative understanding of financial markets, estate planning, and tax reduction strategies, and the placement of the client’s specific situation and goals within that context. This blending of art and science results in plans that are built to last, yet adaptable to the future, and serve as useful “road maps” for clients en route to their financial destinations.

The “science” comes alive through an integrative understanding of financial markets, estate planning, and tax reduction strategies, and the placement of the client’s specific situation and goals within that context.

On a Personal Note:

Josh graduated from Carleton College with a degree in history and political economy (magna cum laude). In his free time, Josh enjoys theater, watching the Bulls, cooking, and playing golf.













Favorites
Song: A Love Supreme
TV Show: Seinfeld
Genre: Classic rock and jazz
Food: Dessert
Movie: Gentlemen Broncos
Childhood Memory: Playing games late at night with my sisters
Sport: Basketball
Athlete: Joakim Noah
Board Game: Chess
Muppet: Kermit
Holiday: Chanukah
Color: Blue
Charity: Evans Scholars
Dessert: Banana Cream Pie
Place to Relax: Beach
Fruit: Pommelo
Smells: Pizza, coffee, freedom
Flower: Columbine