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Emily F

Series 63, Series 65

Montgomery, AL

Marble Wealth, LLC

Emily Farrior is a financial advisor at Marble Wealth, LLC in Montgomery, AL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Vintage Press. Farrior is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach emphasizes long-term portfolio building using ETFs and individual equities, supported by fundamental and technical analysis, periodic rebalancing, and access to digital-asset custody through Fidelity Digital Asset Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
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Adam R

CFA®

Montgomery, AL

Marble Wealth, LLC

Adam Rogers is a CFA® charterholder with four years of industry experience. He is a partner and Chief Investment Officer at Marble Wealth, LLC, joining the firm in 2025 after three years at Sanctuary Advisors, LLC and 17 years with the Retirement Systems of Alabama. Outside of his advisory role, Rogers owns and manages Rogers & Stabler Properties, LLC, which invests in single-family residential real estate. Marble Wealth provides integrated wealth management services for individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using ETFs and individual equities, and offers a wrap fee program along with digital-asset custody through Fidelity Digital Asset Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
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Matthew M

CFP®, Series 66

Montgomery, AL

Marble Wealth, LLC

Matthew Murphy is a CFP® professional with 18 years of experience in the financial services industry. He is currently CEO and advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Sanctuary Advisors, LLC. His activities include being a licensed insurance professional, which accounts for a small portion of his business time. Marble Wealth provides integrated wealth management services, combining financial planning and discretionary portfolio management for individuals, families, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using ETFs, individual equities, and independent managers, and offers digital-asset custody through Fidelity Digital Asset Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
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Dustin H

Series 66

Montgomery, AL

Marble Wealth, LLC

Dustin Hatfield is a financial advisor at Marble Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc. and Sanctuary Securities, Inc. He is dually registered as an Investment Advisor Representative and Registered Representative on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach is primarily long-term, utilizing ETFs, individual equities, fundamental and technical analysis, and periodic rebalancing, with additional offerings such as digital-asset custody and a wrap fee program.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
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Rebecca B

CFP®, Series 66

Montgomery, AL

Marble Wealth, LLC

Rebecca Baker is a CFP® and holds a Series 66 license, with 12 years of industry experience. She currently serves as COO and financial advisor at Marble Wealth, LLC and has prior experience with UBS Financial Services and Sanctuary Advisors. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides tax preparation and personal financial statement services. Marble Wealth offers integrated wealth management services to individuals, families, trusts, businesses, charitable organizations, and retirement plans, emphasizing long-term portfolio construction primarily using ETFs and individual equities. The firm sponsors a wrap fee program and provides digital-asset custody through Fidelity Digital Asset Services for clients interested in cryptocurrency exposure.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting
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