A complete list of active advisors currently associated with Mar Wealth Management Services, LLC

Warmer can help you find a great advisor at Mar Wealth Management Services, LLC or one who fits your needs even better.

MAR Wealth Management Services, LLC provides discretionary and non‑discretionary portfolio management, financial planning, and the selection of third‑party money managers to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm manages roughly $125 million in client assets (as of 12/31/2025) and commonly charges asset‑based fees while also offering fixed‑fee and hourly financial planning engagements. MAR documents client goals and constraints in an Investment Policy Statement and applies a blend of fundamental, technical, charting, and cyclical analysis to implement both long‑term and short‑term trading strategies under discretionary authority when authorized. Accounts are reviewed at least monthly, the firm custodially uses Charles Schwab, and it may refer clients to or engage third‑party managers as part of portfolio implementation. What distinguishes MAR from many peers are its disclosed regulatory and affiliation details: the firm reported a 2018 consent order with a state regulator that included an administrative fine, and it maintains fee‑sharing/referral arrangements with an outside trust company and with third‑party managers. The firm also discloses related‑person trustee roles, ownership interests and personal business accounts — including a business investment account invested in the firm’s named “Moated Individual Stock Strategy” — matters it identifies as potential conflicts and addresses in its disclosures.

To learn more about the advisors currently working at Mar Wealth Management Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.