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Michael M
CFP®, Series 65
Annapolis, MD
Apella Wealth
Michael Marvin is a CFP® with 21 years of industry experience, currently serving as an advisor at Apella Wealth. He previously worked at TAM Financial Advisors from 2003 to 2026. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm employs a largely model-driven and quantitative investment approach, integrating proprietary and third-party models, and offers a range of services from discretionary investment management to sub-advisory arrangements and automated advisory options.
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