A Chartered Financial Consultant® who began his career early and has spent it on both sides of the desk — the client relationship and the firm behind it.
Joshua Markowski is a Financial Advisor and the operational backbone of KDH Financial. He entered the industry at an unusually young age and earned principal-level registrations as both a Securities Principal and an Options Principal — supervisory credentials that require a deeper command of how trades, accounts, and firm compliance actually function. He holds the Chartered Financial Consultant® designation from The American College of Financial Services, one of the most rigorous advanced planning credentials in the profession. For clients, that combination means the plan on paper and the machinery that executes it are held to the same standard.
Joshua is often the first person a new client speaks with, and the one making sure everything that follows runs the way it should.
Most of what makes a financial relationship feel effortless happens where clients never see it — accurate records, clean execution, and the discipline to catch a problem before it becomes one. That’s Joshua’s focus, and it’s why the rest of the team can stay focused on yours.
Knowing you’ve taken proactive steps to protect your wealth brings a confidence that numbers on a page can’t capture. Let us review your current risk exposures and help reinforce your financial foundation, so you can focus on the life you’re building.
