A complete list of active advisors currently associated with Marbella Wealth Advisory Group, LLC
Warmer can help you find a great advisor at Marbella Wealth Advisory Group, LLC or one who fits your needs even better.
Marbella Wealth Advisory Group, LLC is an independent, fee-only advisory firm that serves high-net-worth individuals as well as employer-sponsored retirement plans and corporate clients. The firm offers discretionary investment management, ongoing financial planning engagements, and retirement plan consulting, and may recommend third‑party managers for some client accounts. The firm’s investment approach combines asset-allocation principles (including modern portfolio theory) with fundamental analysis and a mix of passive and active vehicles, and it periodically reviews outside managers it employs for specific mandates. Financial planning engagements begin with a one-year implementation term to develop and monitor a comprehensive plan, then transition to a month-to-month arrangement for ongoing guidance. What is atypical for a small independent adviser is the formal retirement plan consulting practice (including services to plan sponsors and participant education) and a structured program of educational seminars and speaking engagements for groups and plan participants. The firm is newly established as a solo practice and reported no assets under management as of its December 2025 filing, while continuing to direct clients to a recommended custodian and to offer employer-focused education and one-on-one participant support.
To learn more about the advisors currently working at Marbella Wealth Advisory Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 8
|
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