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Michael M
CFP®, Series 65
Annapolis, MD
Tam Financial Advisors, LLC
Michael Marvin is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with TAM Financial Advisors, LLC since 2005 and worked at Apella Wealth starting in 2026. Based in Annapolis, MD, he is the sole advisor at his independent firm. TAM Financial Advisors serves individual and high-net-worth clients as well as institutional clients such as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management, financial planning, and specialized pension consulting, emphasizing strategic asset allocation, dividend income, and value-oriented security selection with a focus on tax efficiency and cost control.
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